+49.5%
EQT vs SPXS
-99.5%
+149.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +1.2% |
| 7D | -1.2% | +6.4% | -7.6% | +0.7% |
| 30D | +1.1% | +6.0% | -4.9% | +2.9% |
| 3M | +4.8% | -11.6% | +16.4% | +1.2% |
| 6M | -10.6% | -28.7% | +18.1% | -18.6% |
| YTD | +3.4% | -26.3% | +29.7% | -4.6% |
| 1Y | +8.7% | -34.9% | +43.6% | -2.8% |
| 3Y | +35.0% | -79.5% | +114.4% | -7.7% |
| 5Y | +204.2% | -85.9% | +290.2% | +112.7% |
| All | +49.5% | -99.5% | +149.1% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling