+1,163.5%
C vs EQT
+3,007.4%
-1,843.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | 0.0% |
| 7D | +3.6% | +1.1% | +2.5% | +3.2% |
| 30D | +0.1% | +7.7% | -7.6% | -2.6% |
| 3M | +2.4% | +0.2% | +2.2% | +1.8% |
| 6M | +24.9% | -9.5% | +34.4% | +27.8% |
| YTD | +19.8% | +3.8% | +16.0% | +16.2% |
| 1Y | +44.9% | +7.8% | +37.1% | +37.9% |
| 3Y | +263.0% | +30.1% | +232.8% | +211.7% |
| 5Y | +129.5% | +188.6% | -59.1% | +33.9% |
| 10Y | +291.6% | +54.6% | +237.0% | +133.2% |
| All | +1,163.5% | +3,007.4% | -1,843.9% | +212.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling