+58.9%
DIA vs EQT
+32.0%
+26.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.1% |
| 7D | -1.6% | -2.0% | +0.4% | -1.4% |
| 30D | -2.0% | 0.0% | -2.1% | -2.0% |
| 3M | +3.6% | +5.9% | -2.3% | +2.9% |
| 6M | +11.5% | -14.8% | +26.3% | +13.3% |
| YTD | +10.4% | +1.8% | +8.6% | +9.6% |
| 1Y | +15.6% | +7.4% | +8.2% | +13.8% |
| 3Y | +58.9% | +33.6% | +25.2% | +50.1% |
| All | +58.9% | +32.0% | +26.9% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling