-56.3%
INIO vs BUD
+7.4%
-63.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +3.1% | -22.6% | -15.2% |
| 7D | -19.7% | +3.3% | -23.0% | -15.2% |
| 30D | -22.3% | +11.8% | -34.2% | -10.6% |
| 3M | -46.1% | -1.1% | -45.0% | -45.1% |
| All | -56.3% | +7.4% | -63.7% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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