+111.0%
EQT vs ACWI
+356.8%
-245.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +1.1% | +0.5% | +0.6% | +0.5% |
| 30D | +7.7% | +0.9% | +6.8% | +6.6% |
| 3M | +0.2% | +2.4% | -2.2% | -3.0% |
| 6M | -9.5% | +12.4% | -21.9% | -21.3% |
| YTD | +3.8% | +15.2% | -11.3% | -12.4% |
| 1Y | +7.8% | +22.7% | -15.0% | -15.1% |
| 3Y | +30.1% | +75.8% | -45.6% | -31.0% |
| 5Y | +188.6% | +67.7% | +120.9% | +61.6% |
| 10Y | +54.6% | +229.0% | -174.4% | -60.9% |
| All | +111.0% | +356.8% | -245.8% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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