-26.3%
INR vs SPY
+28.2%
-54.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.3% |
| 7D | -0.6% | +0.5% | -1.1% | -0.9% |
| 30D | +19.6% | -0.9% | +20.5% | +20.2% |
| 3M | +14.3% | +3.9% | +10.4% | +11.1% |
| 6M | -16.4% | +14.5% | -30.9% | -25.1% |
| YTD | +5.4% | +12.9% | -7.6% | -4.5% |
| 1Y | +13.1% | +19.4% | -6.2% | -3.1% |
| All | -26.3% | +28.2% | -54.6% | -43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling