+8.9%
AMD vs INIO
-55.6%
+64.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.9% | -4.9% | -6.9% |
| 7D | +18.9% | +5.8% | +13.1% | +15.9% |
| 30D | -6.4% | -11.7% | +5.3% | -2.7% |
| 3M | +10.6% | -47.2% | +57.7% | +45.9% |
| All | +8.9% | -55.6% | +64.6% | +59.6% |
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 10y: 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…
10y analysis · Full analysis span regression · Available span rolling