+195.6%
EQT vs AG
+68.6%
+127.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.5% | +1.2% |
| 7D | -1.2% | -5.8% | +4.6% | -0.5% |
| 30D | +1.1% | +6.4% | -5.3% | +0.1% |
| 3M | +4.8% | +28.4% | -23.6% | +0.8% |
| 6M | -10.6% | -24.5% | +13.9% | -8.6% |
| YTD | +3.4% | +21.2% | -17.7% | -2.8% |
| 1Y | +8.7% | +114.1% | -105.4% | -8.0% |
| 3Y | +35.0% | +268.0% | -233.1% | -2.4% |
| All | +195.6% | +68.6% | +127.0% | +168.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling