-56.3%
INIO vs BG
-23.7%
-32.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +2.4% | -21.9% | -18.9% |
| 7D | -19.7% | -3.8% | -15.9% | -19.8% |
| 30D | -22.3% | -9.6% | -12.7% | -23.0% |
| 3M | -46.1% | -8.5% | -37.6% | -46.2% |
| All | -56.3% | -23.7% | -32.6% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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 · Available span rolling