+993.5%
INGR vs SPY
+1,155.5%
-162.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.3% | -6.2% | -6.1% |
| 7D | -5.4% | -2.7% | -2.7% | -3.7% |
| 30D | -2.7% | -5.4% | +2.7% | +1.1% |
| 3M | -10.1% | -4.1% | -6.0% | -7.7% |
| 6M | -12.3% | +0.7% | -13.0% | -13.3% |
| YTD | -14.1% | +8.7% | -22.8% | -20.1% |
| 1Y | -11.0% | +10.9% | -21.9% | -18.5% |
| 3Y | +4.2% | +75.0% | -70.8% | -33.8% |
| 5Y | +7.6% | +67.8% | -60.2% | -30.6% |
| 10Y | -6.3% | +312.9% | -319.2% | -70.2% |
| All | +993.5% | +1,155.5% | -162.0% | +62.0% |
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