+8.8%
NIQ vs SPY
+20.8%
-12.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.1% |
| 7D | -4.2% | +0.1% | -4.3% | -4.3% |
| 30D | +57.7% | +0.1% | +57.7% | +57.5% |
| 3M | +117.9% | +2.0% | +115.9% | +115.9% |
| 6M | +41.8% | +13.0% | +28.8% | +24.0% |
| YTD | +11.5% | +13.5% | -2.0% | -2.4% |
| 1Y | +8.8% | +20.0% | -11.1% | -15.0% |
| All | +8.8% | +20.8% | -12.0% | -15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling