-86.0%
INNPF vs SPY
+125.3%
-211.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | 0.0% | -2.0% | +2.0% | +0.4% |
| 30D | +22.4% | -1.7% | +24.0% | +22.8% |
| 3M | -27.1% | +4.7% | -31.8% | -27.8% |
| 6M | -65.5% | +12.5% | -78.0% | -66.4% |
| YTD | -75.8% | +11.7% | -87.5% | -76.4% |
| 1Y | -78.8% | +17.5% | -96.2% | -79.6% |
| 3Y | -90.2% | +76.6% | -166.7% | -91.8% |
| 5Y | -95.4% | +82.0% | -177.4% | -96.2% |
| All | -86.0% | +125.3% | -211.3% | -90.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling