-32.1%
EEIQ vs SPY
+14.6%
-46.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -0.9% |
| 7D | -9.1% | -0.7% | -8.4% | -9.7% |
| 30D | -21.1% | -1.0% | -20.1% | -22.0% |
| 3M | +84.3% | -0.3% | +84.7% | +83.1% |
| 6M | +22.7% | +7.3% | +15.4% | +39.3% |
| YTD | +13.1% | +13.3% | -0.2% | +82.1% |
| 1Y | -32.1% | +14.8% | -46.9% | +7.8% |
| All | -32.1% | +14.6% | -46.7% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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