-56.3%
INIO vs IAG
+13.0%
-69.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +10.2% | -29.7% | -24.0% |
| 7D | -19.7% | +1.1% | -20.8% | -20.0% |
| 30D | -22.3% | -5.3% | -17.1% | -19.4% |
| 3M | -46.1% | +18.0% | -64.1% | -52.8% |
| All | -56.3% | +13.0% | -69.3% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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