-95.2%
NIPG vs SPY
+43.9%
-139.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.4% | -5.2% |
| 7D | -15.4% | -0.4% | -15.1% | -15.0% |
| 30D | +47.5% | -1.4% | +48.8% | +49.9% |
| 3M | +4.5% | +3.7% | +0.8% | -0.6% |
| 6M | -51.2% | +13.0% | -64.2% | -59.4% |
| YTD | -56.2% | +12.4% | -68.6% | -63.4% |
| 1Y | -78.0% | +18.5% | -96.6% | -83.0% |
| All | -95.2% | +43.9% | -139.1% | -97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling