+450.9%
EQT vs ACI
+18.9%
+432.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.5% |
| 7D | -2.0% | -5.0% | +3.0% | -1.3% |
| 30D | +1.0% | -2.3% | +3.3% | +1.3% |
| 3M | +4.0% | -23.2% | +27.2% | +7.5% |
| 6M | -11.7% | -29.5% | +17.8% | -7.6% |
| YTD | +2.8% | -28.6% | +31.4% | +7.1% |
| 1Y | +10.0% | -34.0% | +44.0% | +16.0% |
| 3Y | +34.1% | -45.0% | +79.1% | +45.3% |
| 5Y | +195.3% | -44.0% | +239.3% | +209.5% |
| All | +450.9% | +18.9% | +432.0% | +431.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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