+47.1%
EQT vs AMC
-98.9%
+146.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.2% | -5.9% | -1.8% |
| 7D | -2.0% | -7.2% | +5.2% | -1.8% |
| 30D | 0.0% | -2.8% | +2.8% | +0.1% |
| 3M | +5.9% | +7.9% | -2.0% | +5.1% |
| 6M | -14.8% | +119.6% | -134.4% | -17.8% |
| YTD | +1.8% | +57.7% | -55.9% | -0.8% |
| 1Y | +7.4% | -12.1% | +19.5% | +6.6% |
| 3Y | +33.6% | -66.5% | +100.1% | +34.1% |
| 5Y | +199.3% | -99.5% | +298.8% | +227.8% |
| All | +47.1% | -98.9% | +146.1% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling