+195.6%
EQT vs ALL
+113.7%
+81.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -1.2% | -4.3% | +3.1% | +0.3% |
| 30D | +1.1% | -3.6% | +4.7% | +2.2% |
| 3M | +4.8% | +13.2% | -8.4% | 0.0% |
| 6M | -10.6% | +22.5% | -33.1% | -17.2% |
| YTD | +3.4% | +22.7% | -19.3% | -4.7% |
| 1Y | +8.7% | +28.3% | -19.6% | -1.9% |
| 3Y | +35.0% | +152.0% | -117.1% | -12.0% |
| All | +195.6% | +113.7% | +81.9% | +98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling