-91.0%
IPWR price history and return analytics
+267.4%
-358.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | +2.8% | +0.4% | +2.3% | +2.2% |
| 30D | +15.0% | +1.0% | +14.1% | +14.0% |
| 3M | -35.0% | +2.4% | -37.3% | -35.8% |
| 6M | +46.1% | +12.0% | +34.1% | +32.1% |
| YTD | +56.0% | +15.3% | +40.6% | +37.6% |
| 1Y | -5.4% | +22.6% | -28.0% | -21.1% |
| 3Y | -52.7% | +74.7% | -127.4% | -71.8% |
| 5Y | -71.9% | +66.1% | -138.0% | -82.1% |
| 10Y | -90.5% | +225.0% | -315.6% | -96.3% |
| All | -91.0% | +267.4% | -358.4% | -96.6% |
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