-86.0%
INNPF vs SPY
+128.9%
-215.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +8.0% | +0.1% | +7.9% | +8.0% |
| 30D | +22.4% | +0.1% | +22.3% | +22.4% |
| 3M | -28.6% | +2.0% | -30.6% | -28.9% |
| 6M | -67.9% | +13.0% | -81.0% | -68.8% |
| YTD | -75.8% | +13.5% | -89.3% | -76.5% |
| 1Y | -78.8% | +20.0% | -98.7% | -79.7% |
| 3Y | -89.9% | +77.2% | -167.0% | -91.5% |
| 5Y | -94.7% | +81.9% | -176.6% | -95.6% |
| All | -86.0% | +128.9% | -215.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling