+88.3%
INEQ vs SPY
+81.8%
+6.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | +1.5% | +0.5% | +0.9% | +1.1% |
| 30D | +0.7% | -0.9% | +1.7% | +1.3% |
| 3M | +9.3% | +3.9% | +5.5% | +6.6% |
| 6M | +10.8% | +14.5% | -3.8% | +1.4% |
| YTD | +15.5% | +12.9% | +2.5% | +6.6% |
| 1Y | +23.6% | +19.4% | +4.2% | +9.9% |
| 3Y | +82.8% | +78.5% | +4.3% | +24.2% |
| 5Y | +88.3% | +81.8% | +6.5% | +23.9% |
| All | +88.3% | +81.8% | +6.5% | +23.9% |
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