+56.7%
EQT vs AS
+131.9%
-75.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.8% | +1.5% |
| 7D | +0.3% | -3.0% | +3.4% | +0.6% |
| 30D | -0.7% | +9.6% | -10.2% | -1.6% |
| 3M | -2.8% | -8.2% | +5.4% | -2.1% |
| 6M | -6.1% | -9.9% | +3.8% | -5.5% |
| YTD | -0.5% | -16.8% | +16.3% | +0.6% |
| 1Y | -12.1% | +3.0% | -15.1% | -14.2% |
| All | +56.7% | +131.9% | -75.3% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling