-47.6%
IPDN price history and return analytics
+11.9%
-59.4%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.6% | -15.0% | -23.8% |
| 7D | -40.9% | +2.9% | -43.8% | -14.6% |
| 30D | -74.0% | -2.5% | -71.4% | -91.7% |
| 3M | +285.7% | -3.3% | +289.0% | +24.5% |
| 6M | +77.0% | +1.5% | +75.5% | -44.0% |
| YTD | -5.3% | +11.4% | -16.6% | -73.2% |
| 1Y | -47.6% | +11.9% | -59.5% | -85.2% |
| All | -47.6% | +11.9% | -59.4% | -85.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling