+5.1%
AMD vs INIO
-58.1%
+63.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | 0.0% | +14.7% | +14.7% |
| 7D | +6.5% | -24.8% | +31.3% | +19.4% |
| 30D | -15.3% | -30.4% | +15.1% | -1.9% |
| 3M | +9.7% | -49.2% | +59.0% | +47.1% |
| All | +5.1% | -58.1% | +63.2% | +58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · Available span rolling