-99.8%
IPDN price history and return analytics
+309.8%
-409.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +4.1% |
| 7D | -16.8% | -0.3% | -16.4% | -16.8% |
| 30D | -47.1% | -1.4% | -45.7% | -47.3% |
| 3M | +385.9% | -1.4% | +387.3% | +384.0% |
| 6M | +173.3% | +5.5% | +167.9% | +158.9% |
| YTD | +91.8% | +12.8% | +79.0% | +73.5% |
| 1Y | -24.9% | +15.4% | -40.3% | -33.1% |
| 3Y | -86.0% | +76.9% | -162.9% | -90.4% |
| 5Y | -92.1% | +60.4% | -152.5% | -94.3% |
| 10Y | -98.3% | +232.8% | -331.1% | -99.2% |
| All | -99.8% | +309.8% | -409.6% | -99.9% |
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