-57.6%
EEIQ vs SPY
+18.1%
-75.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.9% | +9.7% | +11.3% |
| 7D | +20.7% | -0.8% | +21.4% | +19.7% |
| 30D | +45.4% | -1.1% | +46.4% | +44.0% |
| 3M | +3.4% | +3.9% | -0.4% | +6.8% |
| 6M | +26.1% | +13.6% | +12.5% | +68.5% |
| YTD | +2.4% | +12.7% | -10.3% | +42.8% |
| 1Y | -57.6% | +17.5% | -75.1% | -45.4% |
| All | -57.6% | +18.1% | -75.7% | -45.4% |
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