-56.3%
INIO vs COO
-2.7%
-53.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +5.9% | -25.4% | -18.0% |
| 7D | -19.7% | +8.4% | -28.1% | -18.1% |
| 30D | -22.3% | +13.5% | -35.8% | -20.9% |
| 3M | -46.1% | -13.8% | -32.4% | -46.3% |
| All | -56.3% | -2.7% | -53.6% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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