+11.6%
INR vs SPY
+14.6%
-3.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.7% | -9.0% | -6.6% |
| 7D | -13.3% | -0.7% | -12.6% | -13.4% |
| 30D | -4.5% | -1.0% | -3.5% | -4.7% |
| 3M | -1.8% | -0.3% | -1.5% | -1.7% |
| 6M | -27.3% | +7.3% | -34.7% | -24.9% |
| YTD | -14.4% | +13.3% | -27.7% | -8.4% |
| 1Y | +11.6% | +14.8% | -3.2% | +18.4% |
| All | +11.6% | +14.6% | -3.0% | +18.4% |
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