+1,106.1%
DIA vs EQT
+1,744.7%
-638.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.6% |
| 7D | -1.2% | -2.0% | +0.8% | -0.8% |
| 30D | -2.7% | +1.0% | -3.7% | -2.9% |
| 3M | +3.3% | +4.0% | -0.7% | +2.2% |
| 6M | +10.4% | -11.7% | +22.1% | +12.7% |
| YTD | +10.0% | +2.8% | +7.2% | +8.6% |
| 1Y | +16.2% | +10.0% | +6.2% | +12.7% |
| 3Y | +58.7% | +34.1% | +24.6% | +44.4% |
| 5Y | +63.6% | +195.3% | -131.7% | +19.1% |
| 10Y | +251.0% | +51.6% | +199.5% | +162.6% |
| All | +1,106.1% | +1,744.7% | -638.7% | +295.0% |
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