+202.1%
ING vs SPY
+79.4%
+122.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.8% |
| 7D | +1.9% | -0.9% | +2.8% | +2.6% |
| 30D | +0.2% | -2.4% | +2.6% | +2.3% |
| 3M | -5.3% | -1.2% | -4.2% | -4.4% |
| 6M | +12.6% | +3.3% | +9.3% | +9.7% |
| YTD | +24.8% | +12.3% | +12.6% | +13.9% |
| 1Y | +32.8% | +12.4% | +20.4% | +21.1% |
| All | +202.1% | +79.4% | +122.7% | +90.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling