+26.5%
EQT vs AMC
-97.6%
+124.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.0% |
| 7D | +6.9% | +3.5% | +3.4% | +6.8% |
| 30D | +0.4% | +12.5% | -12.0% | -0.1% |
| 3M | -2.0% | +23.6% | -25.6% | -3.0% |
| 6M | -5.0% | +144.4% | -149.3% | -8.8% |
| YTD | -0.3% | +108.3% | -108.6% | -4.1% |
| 1Y | -11.3% | +38.9% | -50.2% | -13.4% |
| 3Y | +38.3% | -58.9% | +97.2% | +37.9% |
| 5Y | +166.4% | -99.2% | +265.5% | +189.2% |
| 10Y | +62.2% | -98.8% | +161.0% | +82.6% |
| All | +26.5% | -97.6% | +124.1% | +6.0% |
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