-56.3%
INIO vs RVTY
+59.4%
-115.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | -2.5% | -17.0% | -18.6% |
| 7D | -19.7% | -3.6% | -16.1% | -19.3% |
| 30D | -22.3% | +1.4% | -23.7% | -22.4% |
| 3M | -46.1% | +43.2% | -89.3% | -47.6% |
| All | -56.3% | +59.4% | -115.7% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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