-56.3%
INIO vs WTW
+29.2%
-85.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +3.0% | -22.5% | -17.0% |
| 7D | -19.7% | +4.9% | -24.6% | -16.1% |
| 30D | -22.3% | +17.1% | -39.4% | -12.8% |
| 3M | -46.1% | -0.3% | -45.8% | -45.1% |
| All | -56.3% | +29.2% | -85.5% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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