-96.1%
IPWR price history and return analytics
+244.8%
-340.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -4.1% | -7.3% | -6.7% |
| 7D | -28.8% | -4.2% | -24.6% | -24.9% |
| 30D | -46.8% | -5.8% | -41.0% | -42.6% |
| 3M | -49.9% | -5.2% | -44.6% | -46.0% |
| 6M | -56.8% | +0.1% | -56.9% | -55.5% |
| YTD | -32.0% | +8.2% | -40.3% | -34.8% |
| 1Y | -57.4% | +10.1% | -67.5% | -59.6% |
| 3Y | -74.7% | +69.7% | -144.4% | -84.2% |
| 5Y | -86.6% | +53.4% | -140.0% | -90.7% |
| 10Y | -95.6% | +219.2% | -314.8% | -98.2% |
| All | -96.1% | +244.8% | -340.9% | -98.4% |
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 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