+1,458.3%
INTG vs SPY
+2,954.7%
-1,496.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -3.5% | -2.7% | -0.8% | -3.4% |
| 30D | +24.6% | -5.4% | +30.0% | +25.0% |
| 3M | +27.4% | -4.1% | +31.5% | +27.8% |
| 6M | -1.7% | +0.7% | -2.4% | -1.7% |
| YTD | +36.2% | +8.7% | +27.5% | +35.3% |
| 1Y | +6.6% | +10.9% | -4.3% | +5.7% |
| 3Y | +44.3% | +75.0% | -30.6% | +38.8% |
| 5Y | -14.5% | +67.8% | -82.3% | -17.7% |
| 10Y | +71.9% | +312.9% | -240.9% | +54.2% |
| All | +1,458.3% | +2,954.7% | -1,496.4% | +1,227.5% |
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