+33.6%
EQT vs ALL
+152.0%
-118.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | -2.0% | -2.3% | +0.3% | -1.6% |
| 30D | 0.0% | -0.4% | +0.4% | +0.1% |
| 3M | +5.9% | +16.0% | -10.1% | +2.7% |
| 6M | -14.8% | +24.6% | -39.4% | -18.6% |
| YTD | +1.8% | +23.7% | -21.9% | -2.9% |
| 1Y | +7.4% | +27.7% | -20.4% | +1.4% |
| 3Y | +33.6% | +150.2% | -116.6% | +7.7% |
| All | +33.6% | +152.0% | -118.3% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 3y: compounded portfolio wealth divided by compounded ALL 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…
3y analysis · Full analysis span regression · 6 months rolling