-56.3%
INIO vs WSM
+33.8%
-90.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +6.5% | -26.0% | -18.7% |
| 7D | -19.7% | +8.0% | -27.7% | -19.2% |
| 30D | -22.3% | +13.5% | -35.8% | -23.7% |
| 3M | -46.1% | +8.8% | -55.0% | -45.9% |
| All | -56.3% | +33.8% | -90.1% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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