+8.3%
INBK vs SPY
+79.8%
-71.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +2.0% |
| 7D | +1.6% | -2.0% | +3.6% | +3.8% |
| 30D | -0.7% | -1.7% | +1.0% | +1.1% |
| 3M | +13.9% | +4.7% | +9.1% | +8.1% |
| 6M | +48.8% | +12.5% | +36.2% | +30.2% |
| YTD | +40.1% | +11.7% | +28.3% | +23.6% |
| 1Y | +22.5% | +17.5% | +5.0% | +1.6% |
| 3Y | +65.3% | +76.6% | -11.3% | -10.2% |
| 5Y | +8.3% | +82.0% | -73.8% | -43.0% |
| All | +8.3% | +79.8% | -71.5% | -43.0% |
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