+33.9%
INOD vs SPY
+21.3%
+12.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | -2.2% |
| 7D | -7.1% | +0.3% | -7.3% | -7.9% |
| 30D | -21.6% | +0.2% | -21.8% | -22.2% |
| 3M | -49.2% | +2.8% | -51.9% | -53.0% |
| 6M | +25.9% | +14.3% | +11.7% | -16.3% |
| YTD | +8.0% | +14.0% | -5.9% | -27.6% |
| All | +33.9% | +21.3% | +12.6% | -22.5% |
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