-64.3%
INSG vs SPY
+11.8%
-76.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.1% |
| 7D | +13.0% | +3.3% | +9.7% | +2.9% |
| 30D | +6.0% | -2.7% | +8.7% | +17.5% |
| 3M | -11.7% | -1.7% | -10.0% | -4.4% |
| 6M | -69.8% | +3.1% | -72.9% | -70.3% |
| YTD | -56.8% | +11.9% | -68.7% | -64.1% |
| 1Y | -64.3% | +12.0% | -76.3% | -70.1% |
| All | -64.3% | +11.8% | -76.1% | -70.1% |
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