-56.3%
INIO vs GWRE
+25.8%
-82.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +5.9% | -25.4% | -16.8% |
| 7D | -19.7% | +2.2% | -21.9% | -18.1% |
| 30D | -22.3% | +4.5% | -26.9% | -20.0% |
| 3M | -46.1% | +6.4% | -52.5% | -40.5% |
| All | -56.3% | +25.8% | -82.1% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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