+81.3%
INTT vs SPY
+1,262.3%
-1,180.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.3% | +8.4% | +8.5% |
| 7D | -6.4% | -2.7% | -3.7% | -4.4% |
| 30D | -8.7% | -5.4% | -3.3% | -4.5% |
| 3M | -6.4% | -4.1% | -2.3% | -3.0% |
| 6M | -23.2% | +0.7% | -23.9% | -22.2% |
| YTD | +79.0% | +8.7% | +70.3% | +72.5% |
| 1Y | +73.2% | +10.9% | +62.3% | +65.0% |
| 3Y | +8.9% | +75.0% | -66.1% | -22.7% |
| 5Y | +1.9% | +67.8% | -65.9% | -24.5% |
| 10Y | +238.5% | +312.9% | -74.4% | +47.0% |
| All | +81.3% | +1,262.3% | -1,180.9% | -59.1% |
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 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