-78.8%
INNPF vs SPY
+21.3%
-100.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | +0.8% |
| 7D | +8.0% | +0.3% | +7.8% | +8.0% |
| 30D | +10.1% | +0.2% | +9.8% | +10.0% |
| 3M | -28.6% | +2.8% | -31.3% | -27.0% |
| 6M | -67.9% | +14.3% | -82.2% | -65.1% |
| YTD | -75.8% | +14.0% | -89.8% | -73.6% |
| All | -78.8% | +21.3% | -100.1% | -78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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 · 6 months rolling