+2.2%
INTW vs SPY
+14.6%
-12.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.7% | -9.1% | -18.2% |
| 7D | -69.2% | -0.7% | -68.5% | -63.6% |
| 30D | -79.9% | -1.0% | -78.9% | -75.4% |
| 3M | -75.6% | -0.3% | -75.2% | -70.7% |
| 6M | -78.7% | +7.3% | -86.1% | -81.0% |
| YTD | +8.8% | +13.3% | -4.5% | -23.8% |
| 1Y | +2.2% | +14.8% | -12.6% | -31.7% |
| All | +2.2% | +14.6% | -12.5% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling