+21.6%
INTA vs SPY
+14.6%
+6.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.0% | +0.3% |
| 7D | +11.7% | -0.7% | +12.4% | +11.9% |
| 30D | +20.6% | -1.0% | +21.6% | +20.9% |
| 3M | +37.5% | -0.3% | +37.8% | +37.5% |
| 6M | +90.4% | +7.3% | +83.1% | +84.8% |
| YTD | -1.6% | +13.3% | -15.0% | -3.7% |
| 1Y | +21.6% | +14.8% | +6.8% | +17.1% |
| All | +21.6% | +14.6% | +6.9% | +17.1% |
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