+1,096.8%
INGR vs SPY
+1,211.9%
-115.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | -2.0% | +0.1% | -2.0% | -2.0% |
| 3M | +2.7% | +2.0% | +0.7% | +0.9% |
| 6M | -9.5% | +13.0% | -22.5% | -17.8% |
| YTD | -6.0% | +13.5% | -19.5% | -15.0% |
| 1Y | -18.4% | +20.0% | -38.4% | -29.4% |
| 3Y | +7.1% | +77.2% | -70.1% | -32.4% |
| 5Y | +32.3% | +81.9% | -49.6% | -19.5% |
| 10Y | -5.2% | +314.1% | -319.2% | -69.8% |
| All | +1,096.8% | +1,211.9% | -115.1% | +72.2% |
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