-99.8%
INHD vs SPY
+17.2%
-117.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -1.5% |
| 7D | -18.5% | -2.0% | -16.5% | -13.1% |
| 30D | -38.8% | -1.7% | -37.1% | -34.7% |
| 3M | -90.0% | +4.7% | -94.7% | -92.3% |
| 6M | -82.2% | +12.5% | -94.7% | -83.9% |
| YTD | -82.6% | +11.7% | -94.4% | -84.6% |
| 1Y | -99.8% | +17.5% | -117.3% | -99.9% |
| All | -99.8% | +17.2% | -117.1% | -99.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling