-52.0%
INO vs SPY
+18.8%
-70.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.5% | -6.6% | -6.8% |
| 7D | -2.9% | -0.4% | -2.6% | -2.7% |
| 30D | +78.4% | -1.4% | +79.8% | +79.7% |
| 3M | +20.0% | +3.7% | +16.3% | +15.9% |
| 6M | -23.7% | +13.0% | -36.7% | -32.0% |
| YTD | -24.1% | +12.4% | -36.5% | -32.4% |
| 1Y | -52.0% | +18.5% | -70.5% | -61.8% |
| All | -52.0% | +18.8% | -70.8% | -61.8% |
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