+208.9%
IPX price history and return analytics
+106.6%
+102.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | +3.5% | +0.4% | +3.1% | +2.9% |
| 30D | -8.5% | +1.0% | -9.5% | -9.5% |
| 3M | -46.0% | +2.4% | -48.4% | -47.0% |
| 6M | -55.9% | +12.0% | -67.9% | -61.0% |
| YTD | -39.9% | +15.3% | -55.2% | -48.5% |
| 1Y | -53.7% | +22.6% | -76.3% | -62.9% |
| 3Y | +177.1% | +74.7% | +102.4% | +47.0% |
| All | +208.9% | +106.6% | +102.3% | +51.7% |
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