-56.3%
INIO vs RACE
+23.5%
-79.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +4.3% | -23.8% | -21.0% |
| 7D | -19.7% | +9.9% | -29.6% | -23.4% |
| 30D | -22.3% | +12.8% | -35.1% | -26.9% |
| 3M | -46.1% | +7.4% | -53.5% | -48.2% |
| All | -56.3% | +23.5% | -79.8% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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