-27.8%
INR vs SPY
+27.6%
-55.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.7% |
| 7D | -3.8% | -0.4% | -3.4% | -3.6% |
| 30D | +9.1% | -1.4% | +10.5% | +10.0% |
| 3M | +12.0% | +3.7% | +8.3% | +8.9% |
| 6M | -15.4% | +13.0% | -28.4% | -23.4% |
| YTD | +3.3% | +12.4% | -9.1% | -6.1% |
| 1Y | +10.9% | +18.5% | -7.7% | -4.5% |
| All | -27.8% | +27.6% | -55.4% | -44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling