-56.3%
INIO vs MDY
+0.6%
-56.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +0.6% | -20.1% | -21.9% |
| 7D | -19.7% | +1.7% | -21.4% | -25.6% |
| 30D | -22.3% | +1.2% | -23.5% | -25.7% |
| 3M | -46.1% | -3.5% | -42.6% | -36.1% |
| All | -56.3% | +0.6% | -56.9% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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