-44.2%
ERII vs SPY
+311.3%
-355.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.5% | +1.6% |
| 7D | -0.4% | +0.5% | -0.9% | -1.1% |
| 30D | -11.3% | -0.9% | -10.3% | -10.3% |
| 3M | -3.4% | +3.9% | -7.3% | -7.4% |
| 6M | -27.4% | +14.5% | -42.0% | -37.7% |
| YTD | -42.9% | +12.9% | -55.8% | -50.0% |
| 1Y | -47.2% | +19.4% | -66.5% | -56.6% |
| 3Y | -68.6% | +78.5% | -147.1% | -84.1% |
| 5Y | -64.5% | +81.8% | -146.2% | -82.3% |
| 10Y | -44.2% | +311.5% | -355.7% | -93.8% |
| All | -44.2% | +311.3% | -355.5% | -93.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling