+35.8%
EQT vs SPXS
-79.1%
+114.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +1.0% |
| 7D | -1.2% | +6.4% | -7.6% | +0.2% |
| 30D | +1.1% | +6.0% | -4.9% | +2.4% |
| 3M | +4.8% | -11.6% | +16.4% | +2.1% |
| 6M | -10.6% | -28.7% | +18.1% | -16.8% |
| YTD | +3.4% | -26.3% | +29.7% | -2.8% |
| 1Y | +8.7% | -34.9% | +43.6% | -0.6% |
| All | +35.8% | -79.1% | +114.9% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling