+26.1%
SPYQ vs SPY
+17.2%
+8.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | 0.0% |
| 7D | -3.9% | -2.0% | -1.9% | -0.1% |
| 30D | -3.7% | -1.7% | -2.0% | -0.5% |
| 3M | +7.0% | +4.7% | +2.2% | -2.1% |
| 6M | +20.3% | +12.5% | +7.8% | -4.5% |
| YTD | +17.0% | +11.7% | +5.2% | -5.5% |
| 1Y | +26.1% | +17.5% | +8.6% | -7.4% |
| All | +26.1% | +17.2% | +8.9% | -7.4% |
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