-40.2%
AMAT vs INIO
-51.1%
+10.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -9.6% | -4.0% | -10.5% |
| 7D | -24.3% | -23.9% | -0.4% | -18.4% |
| 30D | -39.8% | -37.6% | -2.2% | -32.3% |
| 3M | -40.2% | -48.9% | +8.8% | -27.5% |
| All | -40.2% | -51.1% | +10.9% | -27.5% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling