+113.6%
C vs EQT
+164.3%
-50.6%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | +4.2% | +6.9% | -2.7% | +2.8% |
| 30D | +2.0% | +0.4% | +1.6% | +1.8% |
| 3M | -10.1% | -2.0% | -8.1% | -9.9% |
| 6M | +1.0% | -5.0% | +6.0% | +1.5% |
| YTD | +8.5% | -0.3% | +8.8% | +7.1% |
| 1Y | +25.7% | -11.3% | +37.0% | +27.5% |
| 3Y | +216.0% | +38.3% | +177.7% | +182.3% |
| All | +113.6% | +164.3% | -50.6% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling