-22.3%
EME vs INIO
-55.1%
+32.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -19.5% | +9.9% | -2.3% |
| 7D | -5.8% | -19.7% | +13.9% | +1.6% |
| 30D | -17.9% | -22.3% | +4.4% | -10.8% |
| 3M | -22.0% | -46.1% | +24.1% | -2.0% |
| All | -22.3% | -55.1% | +32.8% | +1.9% |
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