-71.4%
INSP vs SPY
+81.0%
-152.4%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.5% | +7.4% | +7.6% |
| 7D | +5.4% | -0.4% | +5.8% | +5.8% |
| 30D | +11.3% | -1.4% | +12.7% | +13.2% |
| 3M | +57.5% | +3.7% | +53.8% | +50.4% |
| 6M | +7.4% | +13.0% | -5.6% | -8.5% |
| YTD | -27.9% | +12.4% | -40.3% | -38.2% |
| 1Y | -18.4% | +18.5% | -36.9% | -34.5% |
| 3Y | -70.4% | +77.6% | -148.0% | -86.5% |
| 5Y | -71.4% | +81.7% | -153.1% | -86.4% |
| All | -71.4% | +81.0% | -152.4% | -86.4% |
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