-89.7%
INNPF vs SPY
+125.6%
-215.3%
-98.4%
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 | 0.0% | +3.3% | -3.3% | -0.6% |
| 30D | -7.9% | -2.7% | -5.2% | -7.5% |
| 3M | -9.8% | -1.7% | -8.0% | -9.5% |
| 6M | -70.7% | +3.1% | -73.8% | -70.9% |
| YTD | -82.2% | +11.9% | -94.1% | -82.7% |
| 1Y | -89.8% | +12.0% | -101.8% | -90.1% |
| 3Y | -90.9% | +78.2% | -169.1% | -92.5% |
| 5Y | -96.8% | +73.2% | -170.0% | -97.2% |
| All | -89.7% | +125.6% | -215.3% | -93.1% |
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 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