-56.3%
INIO vs NWSA
+13.1%
-69.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +3.7% | -23.2% | -13.0% |
| 7D | -19.7% | +4.3% | -23.9% | -12.5% |
| 30D | -22.3% | +5.6% | -27.9% | -13.1% |
| 3M | -46.1% | +7.3% | -53.4% | -36.7% |
| All | -56.3% | +13.1% | -69.4% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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