-40.3%
INM price history and return analytics
+19.6%
-59.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.8% |
| 7D | -6.5% | -1.1% | -5.4% | -6.1% |
| 30D | -10.4% | -1.0% | -9.4% | -10.1% |
| 3M | -18.4% | +3.2% | -21.5% | -19.0% |
| 6M | +61.2% | +12.5% | +48.8% | +40.7% |
| YTD | +21.7% | +14.1% | +7.6% | +3.6% |
| 1Y | -40.3% | +18.9% | -59.2% | -53.2% |
| All | -40.3% | +19.6% | -59.9% | -53.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling