-30.8%
BIPI price history and return analytics
+73.8%
-104.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -1.7% | +1.0% | -2.7% | -2.1% |
| 30D | -2.3% | -0.2% | -2.1% | -2.2% |
| 3M | +0.8% | +4.5% | -3.8% | -1.4% |
| 6M | -0.1% | +14.1% | -14.2% | -6.4% |
| YTD | +2.3% | +14.8% | -12.4% | -4.5% |
| 1Y | -6.0% | +21.2% | -27.2% | -14.6% |
| 3Y | +5.7% | +76.6% | -70.8% | -22.4% |
| All | -30.8% | +73.8% | -104.6% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling