+1,357.6%
INTG vs SPY
+3,091.8%
-1,734.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +17.2% | +0.1% | +17.2% | +17.2% |
| 3M | +8.0% | +2.0% | +6.0% | +7.8% |
| 6M | +12.1% | +13.0% | -0.9% | +11.1% |
| YTD | +27.4% | +13.5% | +13.9% | +26.2% |
| 1Y | +100.9% | +20.0% | +81.0% | +98.2% |
| 3Y | +6.4% | +77.2% | -70.8% | +2.2% |
| 5Y | -21.2% | +81.9% | -103.1% | -24.6% |
| 10Y | +47.0% | +314.1% | -267.0% | +31.9% |
| All | +1,357.6% | +3,091.8% | -1,734.2% | +1,138.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling