-100.0%
INM price history and return analytics
+239.2%
-339.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.6% | -0.6% | +18.2% | +18.3% |
| 7D | +38.9% | +2.9% | +36.0% | +35.0% |
| 30D | +38.0% | -2.5% | +40.5% | +44.2% |
| 3M | +27.4% | -3.3% | +30.8% | +34.5% |
| 6M | +180.2% | +1.5% | +178.6% | +176.5% |
| YTD | +73.1% | +11.4% | +61.8% | +53.4% |
| 1Y | +6.1% | +11.9% | -5.8% | -6.5% |
| 3Y | -76.4% | +73.9% | -150.3% | -87.3% |
| 5Y | -99.7% | +57.9% | -157.6% | -99.8% |
| 10Y | -99.9% | +222.6% | -322.5% | -100.0% |
| All | -100.0% | +239.2% | -339.2% | -100.0% |
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