+7.8%
EQT vs AG
+125.2%
-117.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -0.7% |
| 7D | +1.1% | +1.0% | +0.1% | +1.1% |
| 30D | +7.7% | +19.2% | -11.5% | +6.9% |
| 3M | +0.2% | +6.2% | -6.0% | -0.1% |
| 6M | -9.5% | -26.7% | +17.2% | -8.2% |
| YTD | +3.8% | +26.1% | -22.3% | +0.1% |
| 1Y | +7.8% | +131.7% | -123.9% | +1.4% |
| All | +7.8% | +125.2% | -117.4% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling