-83.3%
INSG vs SPY
+315.0%
-398.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.4% | +6.4% | +5.1% |
| 7D | -6.8% | +0.1% | -6.9% | -5.7% |
| 30D | -7.9% | -3.3% | -4.5% | -1.2% |
| 3M | -23.4% | -2.4% | -21.0% | -18.9% |
| 6M | -73.8% | +2.6% | -76.3% | -73.8% |
| YTD | -58.9% | +11.2% | -70.1% | -63.2% |
| 1Y | -70.4% | +13.4% | -83.8% | -74.2% |
| 3Y | +50.7% | +79.9% | -29.2% | -29.8% |
| 5Y | -94.0% | +72.2% | -166.2% | -96.9% |
| 10Y | -83.3% | +307.3% | -390.6% | -96.5% |
| All | -83.3% | +315.0% | -398.3% | -96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling