+11.1%
INMU price history and return analytics
+78.7%
-67.6%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -1.0% | +2.4% | -3.4% | -1.2% |
| 30D | +2.9% | -1.5% | +4.4% | +3.0% |
| 3M | -0.1% | -4.1% | +4.0% | +0.1% |
| 6M | +0.2% | +0.6% | -0.4% | +0.1% |
| YTD | +1.3% | +11.0% | -9.8% | +0.7% |
| 1Y | +1.7% | +13.3% | -11.6% | +1.1% |
| 3Y | +15.5% | +73.4% | -57.9% | +12.4% |
| 5Y | +8.3% | +57.4% | -49.1% | +5.2% |
| All | +11.1% | +78.7% | -67.6% | +7.7% |
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