-65.9%
INSG vs SPY
+14.6%
-80.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +5.0% | +2.1% |
| 7D | -5.8% | -0.7% | -5.1% | -3.7% |
| 30D | +4.5% | -1.0% | +5.6% | +8.4% |
| 3M | -37.7% | -0.3% | -37.3% | -36.4% |
| 6M | -75.4% | +7.3% | -82.7% | -78.6% |
| YTD | -53.0% | +13.3% | -66.3% | -62.5% |
| 1Y | -65.9% | +14.8% | -80.7% | -73.3% |
| All | -65.9% | +14.6% | -80.5% | -73.3% |
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