+301.8%
ING vs SPY
+308.5%
-6.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -0.9% |
| 7D | +1.2% | +3.3% | -2.1% | -2.2% |
| 30D | -1.8% | -2.7% | +0.9% | +1.1% |
| 3M | -7.2% | -1.7% | -5.5% | -5.5% |
| 6M | +12.4% | +3.1% | +9.3% | +8.8% |
| YTD | +23.2% | +11.9% | +11.3% | +9.7% |
| 1Y | +30.1% | +12.0% | +18.1% | +15.8% |
| 3Y | +197.9% | +78.2% | +119.7% | +55.0% |
| 5Y | +201.4% | +73.2% | +128.2% | +62.4% |
| All | +301.8% | +308.5% | -6.7% | -22.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling