+10.4%
INGR vs SPY
+80.4%
-70.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | -2.0% | +0.1% | -2.0% | -2.0% |
| 3M | +2.7% | +2.0% | +0.7% | +2.1% |
| 6M | -9.5% | +13.0% | -22.5% | -13.0% |
| YTD | -6.0% | +13.5% | -19.5% | -9.8% |
| 1Y | -18.4% | +20.0% | -38.4% | -23.2% |
| All | +10.4% | +80.4% | -70.0% | -13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling