+482.4%
IHI price history and return analytics
+368.9%
+113.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.7% |
| 7D | -5.1% | -1.1% | -4.0% | -4.3% |
| 30D | -9.3% | -1.0% | -8.3% | -8.6% |
| 3M | +2.6% | +3.2% | -0.6% | -0.2% |
| 6M | -9.4% | +12.5% | -21.9% | -17.9% |
| YTD | -17.9% | +14.1% | -32.0% | -26.6% |
| 1Y | -17.3% | +18.9% | -36.2% | -28.5% |
| 3Y | +0.7% | +74.1% | -73.4% | -36.0% |
| 5Y | -21.3% | +66.9% | -88.1% | -48.2% |
| 10Y | +127.1% | +228.3% | -101.2% | -10.5% |
| All | +482.4% | +368.9% | +113.4% | +62.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling