-94.4%
NIPG vs SPY
+45.4%
-139.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.4% | +6.2% | +6.4% |
| 7D | +12.5% | +0.1% | +12.4% | +12.0% |
| 30D | +73.3% | +0.1% | +73.2% | +72.5% |
| 3M | +27.4% | +2.0% | +25.4% | +24.0% |
| 6M | -38.8% | +13.0% | -51.8% | -49.1% |
| YTD | -49.0% | +13.5% | -62.6% | -58.0% |
| 1Y | -74.5% | +20.0% | -94.4% | -80.6% |
| All | -94.4% | +45.4% | -139.8% | -96.5% |
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