-95.3%
INNPF vs SPY
+81.0%
-176.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | +22.4% | -1.4% | +23.8% | +22.6% |
| 3M | -27.1% | +3.7% | -30.8% | -27.4% |
| 6M | -67.9% | +13.0% | -80.9% | -68.5% |
| YTD | -75.8% | +12.4% | -88.2% | -76.2% |
| 1Y | -78.8% | +18.5% | -97.3% | -79.4% |
| 3Y | -90.2% | +77.6% | -167.8% | -91.4% |
| 5Y | -95.3% | +81.7% | -177.0% | -96.1% |
| All | -95.3% | +81.0% | -176.3% | -96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling