-96.1%
EEIQ vs SPY
+81.0%
-177.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.5% | +7.1% | +6.9% |
| 7D | +19.8% | -0.4% | +20.2% | +20.1% |
| 30D | +32.9% | -1.4% | +34.2% | +33.9% |
| 3M | -5.3% | +3.7% | -9.0% | -7.7% |
| 6M | +20.3% | +13.0% | +7.3% | +9.9% |
| YTD | -6.8% | +12.4% | -19.2% | -13.7% |
| 1Y | -59.3% | +18.5% | -77.8% | -63.8% |
| 3Y | -83.7% | +77.6% | -161.3% | -90.4% |
| 5Y | -96.1% | +81.7% | -177.7% | -97.8% |
| All | -96.1% | +81.0% | -177.0% | -97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling