-56.3%
INIO vs SNY
+6.9%
-63.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +4.7% | -24.2% | -15.4% |
| 7D | -19.7% | +12.4% | -32.1% | -12.0% |
| 30D | -22.3% | +20.1% | -42.5% | -11.8% |
| 3M | -46.1% | +11.2% | -57.3% | -40.7% |
| All | -56.3% | +6.9% | -63.2% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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