+31.7%
EQT vs AMC
-98.1%
+129.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.3% | -5.1% | -0.9% |
| 7D | +1.1% | +2.3% | -1.2% | +1.0% |
| 30D | +7.7% | -0.7% | +8.4% | +7.6% |
| 3M | +0.2% | +35.2% | -35.0% | -1.5% |
| 6M | -9.5% | +124.6% | -134.1% | -13.0% |
| YTD | +3.8% | +69.9% | -66.0% | +0.7% |
| 1Y | +7.8% | -2.6% | +10.3% | +6.6% |
| 3Y | +30.1% | -79.8% | +109.9% | +32.5% |
| 5Y | +188.6% | -99.4% | +288.0% | +216.7% |
| 10Y | +54.6% | -98.9% | +153.5% | +70.7% |
| All | +31.7% | -98.1% | +129.8% | +11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling