+204.2%
EQT vs AMC
-99.5%
+303.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +0.8% |
| 7D | -1.2% | -7.1% | +5.9% | -0.8% |
| 30D | +1.1% | -1.7% | +2.8% | +1.1% |
| 3M | +4.8% | +13.5% | -8.7% | +3.1% |
| 6M | -10.6% | +112.6% | -123.2% | -16.0% |
| YTD | +3.4% | +51.3% | -47.8% | -0.9% |
| 1Y | +8.7% | -14.5% | +23.2% | +7.8% |
| 3Y | +35.0% | -67.1% | +102.1% | +36.9% |
| 5Y | +204.2% | -99.5% | +303.8% | +326.7% |
| All | +204.2% | -99.5% | +303.8% | +326.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling