-5.4%
INGR vs SPY
+311.3%
-316.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.2% |
| 7D | -3.4% | +0.5% | -3.9% | -3.7% |
| 30D | -3.5% | -0.9% | -2.5% | -2.9% |
| 3M | +1.9% | +3.9% | -2.0% | -0.8% |
| 6M | -10.9% | +14.5% | -25.4% | -18.9% |
| YTD | -6.5% | +12.9% | -19.4% | -14.2% |
| 1Y | -19.0% | +19.4% | -38.3% | -28.5% |
| 3Y | +9.5% | +78.5% | -69.0% | -28.9% |
| 5Y | +32.5% | +81.8% | -49.3% | -16.1% |
| 10Y | -5.4% | +311.5% | -316.9% | -67.6% |
| All | -5.4% | +311.3% | -316.7% | -67.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling