+3,080.6%
INOD vs SPY
+2,969.3%
+111.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | -1.6% | +0.1% | -1.8% | -1.7% |
| 30D | -19.8% | +0.1% | -19.8% | -19.7% |
| 3M | -54.2% | +2.0% | -56.2% | -54.6% |
| 6M | +25.3% | +13.0% | +12.3% | +16.3% |
| YTD | +9.2% | +13.5% | -4.3% | +1.4% |
| 1Y | +35.4% | +20.0% | +15.5% | +21.7% |
| 3Y | +369.3% | +77.2% | +292.1% | +245.4% |
| 5Y | +588.9% | +81.9% | +507.0% | +410.3% |
| 10Y | +2,396.0% | +314.1% | +2,081.9% | +1,024.0% |
| All | +3,080.6% | +2,969.3% | +111.2% | +342.7% |
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