+802.4%
INBX vs SPY
+48.9%
+753.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.7% |
| 7D | -9.7% | -0.4% | -9.3% | -9.3% |
| 30D | +21.2% | -1.4% | +22.6% | +23.5% |
| 3M | +26.7% | +3.7% | +23.0% | +20.5% |
| 6M | +57.1% | +13.0% | +44.1% | +35.6% |
| YTD | +42.9% | +12.4% | +30.5% | +24.1% |
| 1Y | +281.5% | +18.5% | +262.9% | +216.4% |
| All | +802.4% | +48.9% | +753.4% | +973.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling