-90.3%
IDN price history and return analytics
+356.5%
-446.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.0% | -0.3% | -16.7% | -16.7% |
| 7D | -8.8% | +2.4% | -11.2% | -10.3% |
| 30D | -17.0% | -1.5% | -15.5% | -16.0% |
| 3M | -50.4% | -4.1% | -46.3% | -48.7% |
| 6M | -58.2% | +0.6% | -58.8% | -58.4% |
| YTD | -72.2% | +11.0% | -83.2% | -74.4% |
| 1Y | -69.9% | +13.3% | -83.3% | -72.9% |
| 3Y | +11.4% | +73.4% | -62.0% | -26.9% |
| 5Y | -70.6% | +57.4% | -128.0% | -79.0% |
| 10Y | -16.2% | +221.7% | -237.9% | -59.8% |
| All | -90.3% | +356.5% | -446.8% | -94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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