-56.3%
INIO vs EFV
+7.7%
-64.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +3.1% | -22.6% | -22.7% |
| 7D | -19.7% | +2.9% | -22.6% | -22.7% |
| 30D | -22.3% | +3.6% | -25.9% | -26.1% |
| 3M | -46.1% | -0.1% | -46.0% | -44.8% |
| All | -56.3% | +7.7% | -64.0% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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