+47.7%
FINT vs SPY
+33.2%
+14.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | 0.0% |
| 7D | -0.6% | -0.9% | +0.3% | +0.1% |
| 30D | -0.5% | -2.4% | +1.8% | +1.2% |
| 3M | -2.1% | -1.2% | -0.9% | -1.3% |
| 6M | +0.2% | +3.3% | -3.1% | -2.1% |
| YTD | +14.5% | +12.3% | +2.2% | +5.6% |
| 1Y | +16.3% | +12.4% | +3.9% | +7.2% |
| All | +47.7% | +33.2% | +14.5% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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 · 6 months rolling