-100.0%
INHD vs SPY
+66.9%
-166.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | -0.2% |
| 7D | -17.2% | -0.4% | -16.8% | -17.1% |
| 30D | -38.2% | -1.4% | -36.8% | -38.0% |
| 3M | -89.6% | +3.7% | -93.3% | -89.7% |
| 6M | -81.4% | +13.0% | -94.4% | -80.2% |
| YTD | -82.0% | +12.4% | -94.4% | -81.0% |
| 1Y | -99.9% | +18.5% | -118.4% | -99.9% |
| All | -100.0% | +66.9% | -166.9% | -100.0% |
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 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