+790.9%
INBX price history and return analytics
+49.1%
+741.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | 0.0% |
| 7D | -8.9% | -2.0% | -6.9% | -6.0% |
| 30D | +20.6% | -1.4% | +22.0% | +23.4% |
| 3M | +24.5% | +4.7% | +19.8% | +16.0% |
| 6M | +55.5% | +11.4% | +44.2% | +35.1% |
| YTD | +41.0% | +13.1% | +28.0% | +20.4% |
| 1Y | +303.0% | +19.0% | +283.9% | +225.1% |
| All | +790.9% | +49.1% | +741.8% | +588.7% |
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