-24.9%
AMAT vs INIO
-55.1%
+30.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -19.5% | +16.2% | +5.6% |
| 7D | -11.2% | -19.7% | +8.5% | -3.2% |
| 30D | -31.9% | -22.3% | -9.5% | -25.4% |
| 3M | -32.3% | -46.1% | +13.8% | -7.7% |
| All | -24.9% | -55.1% | +30.3% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 1y: compounded portfolio wealth divided by compounded INIO 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…
1y analysis · Full analysis span regression · Available span rolling