+62.9%
EQT vs AS
+104.6%
-41.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.7% |
| 7D | -1.2% | -3.9% | +2.7% | -0.8% |
| 30D | +1.1% | -19.0% | +20.1% | +3.1% |
| 3M | +4.8% | -18.8% | +23.6% | +6.5% |
| 6M | -10.6% | -21.0% | +10.4% | -9.1% |
| YTD | +3.4% | -26.6% | +30.1% | +5.9% |
| 1Y | +8.7% | -25.3% | +34.0% | +10.6% |
| All | +62.9% | +104.6% | -41.6% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling