+78.0%
INTG vs SPY
+311.8%
-233.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.5% |
| 7D | +6.0% | -0.9% | +6.9% | +6.0% |
| 30D | +24.4% | -2.4% | +26.7% | +24.6% |
| 3M | +21.8% | -1.2% | +23.0% | +21.9% |
| 6M | +10.4% | +3.3% | +7.1% | +10.0% |
| YTD | +43.4% | +12.3% | +31.1% | +41.9% |
| 1Y | +9.3% | +12.4% | -3.1% | +8.2% |
| 3Y | +72.5% | +78.8% | -6.4% | +65.1% |
| 5Y | -12.7% | +75.2% | -87.8% | -16.0% |
| 10Y | +78.0% | +311.1% | -233.1% | +62.9% |
| All | +78.0% | +311.8% | -233.8% | +62.9% |
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