-41.6%
YEXT vs SPY
+280.4%
-322.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +2.5% |
| 7D | +6.8% | -0.7% | +7.5% | +7.7% |
| 30D | +18.3% | -1.0% | +19.3% | +19.6% |
| 3M | +37.1% | -0.3% | +37.5% | +37.6% |
| 6M | +90.0% | +7.3% | +82.7% | +74.4% |
| YTD | -2.9% | +13.3% | -16.2% | -16.4% |
| 1Y | -6.0% | +14.8% | -20.8% | -20.4% |
| 3Y | +23.3% | +82.9% | -59.6% | -41.5% |
| 5Y | -37.7% | +75.6% | -113.3% | -68.3% |
| All | -41.6% | +280.4% | -322.0% | -87.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling