+16.1%
IRMD vs SPY
+17.2%
-1.2%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.6% |
| 7D | -5.5% | -2.0% | -3.5% | -4.2% |
| 30D | -7.7% | -1.7% | -6.1% | -6.8% |
| 3M | -14.5% | +4.7% | -19.3% | -17.4% |
| 6M | -16.9% | +12.5% | -29.4% | -24.3% |
| YTD | -15.3% | +11.7% | -27.0% | -22.6% |
| 1Y | +16.1% | +17.5% | -1.4% | -0.8% |
| All | +16.1% | +17.2% | -1.2% | -0.8% |
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