+205.8%
INTT vs SPY
+312.5%
-106.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.7% |
| 7D | +7.4% | -0.4% | +7.8% | +7.7% |
| 30D | -12.0% | -1.4% | -10.7% | -10.8% |
| 3M | -25.6% | +3.7% | -29.3% | -27.6% |
| 6M | -14.6% | +13.0% | -27.6% | -22.7% |
| YTD | +55.6% | +12.4% | +43.2% | +41.4% |
| 1Y | +62.5% | +18.5% | +44.0% | +41.1% |
| 3Y | -30.3% | +77.6% | -108.0% | -57.8% |
| 5Y | -8.9% | +81.7% | -90.6% | -45.0% |
| 10Y | +205.8% | +319.7% | -113.9% | +7.4% |
| All | +205.8% | +312.5% | -106.7% | +7.4% |
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 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