+25.9%
YEXT vs SPY
+82.6%
-56.7%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +3.1% |
| 7D | +6.8% | -0.7% | +7.5% | +7.5% |
| 30D | +18.3% | -1.0% | +19.3% | +19.2% |
| 3M | +37.1% | -0.3% | +37.5% | +37.5% |
| 6M | +90.0% | +7.3% | +82.7% | +79.1% |
| YTD | -2.9% | +13.3% | -16.2% | -12.6% |
| 1Y | -6.0% | +14.8% | -20.8% | -16.4% |
| All | +25.9% | +82.6% | -56.7% | -51.4% |
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 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