+794.9%
INTW vs SPY
+19.4%
+775.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -0.5% | +18.6% | +21.1% |
| 7D | +36.2% | +0.5% | +35.6% | +30.9% |
| 30D | +1.6% | -0.9% | +2.5% | +7.2% |
| 3M | -25.7% | +3.9% | -29.6% | -35.3% |
| 6M | +280.7% | +14.5% | +266.2% | +127.1% |
| YTD | +357.9% | +12.9% | +345.0% | +191.2% |
| 1Y | +794.9% | +19.4% | +775.6% | +511.3% |
| All | +794.9% | +19.4% | +775.5% | +511.3% |
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 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