-33.3%
INO vs SPY
+14.6%
-48.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.2% |
| 7D | +74.2% | -0.7% | +74.9% | +77.4% |
| 30D | +40.9% | -1.0% | +41.9% | +43.7% |
| 3M | +145.5% | -0.3% | +145.8% | +149.4% |
| 6M | +42.1% | +7.3% | +34.8% | +38.3% |
| YTD | -6.9% | +13.3% | -20.2% | -13.7% |
| 1Y | -33.3% | +14.8% | -48.1% | -38.4% |
| All | -33.3% | +14.6% | -48.0% | -38.4% |
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