+1,772.6%
EQT vs ALL
+3,579.2%
-1,806.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.7% |
| 7D | -0.8% | -1.7% | +0.9% | -0.3% |
| 30D | +6.6% | -4.7% | +11.3% | +8.2% |
| 3M | +4.4% | +18.4% | -14.0% | -1.5% |
| 6M | -10.5% | +20.5% | -31.0% | -16.3% |
| YTD | +3.7% | +23.5% | -19.8% | -4.1% |
| 1Y | +9.9% | +29.0% | -19.1% | -0.1% |
| 3Y | +35.4% | +153.7% | -118.4% | -2.8% |
| 5Y | +189.2% | +114.8% | +74.4% | +117.4% |
| 10Y | +50.7% | +356.1% | -305.5% | -12.6% |
| All | +1,772.6% | +3,579.2% | -1,806.6% | +606.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling