+102.0%
IPX price history and return analytics
+93.9%
+8.1%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | +0.1% |
| 7D | -16.5% | -4.2% | -12.4% | -10.2% |
| 30D | -16.4% | -5.8% | -10.6% | -7.2% |
| 3M | -40.2% | -5.2% | -34.9% | -33.7% |
| 6M | -58.0% | +0.1% | -58.1% | -56.1% |
| YTD | -60.7% | +8.2% | -68.9% | -62.2% |
| 1Y | -62.5% | +10.1% | -72.6% | -64.5% |
| 3Y | +56.6% | +69.7% | -13.1% | -10.6% |
| All | +102.0% | +93.9% | +8.1% | +11.3% |
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