-7.6%
EQT vs CAI
-9.9%
+2.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.9% | -1.6% |
| 7D | -2.0% | -2.9% | +0.9% | -2.0% |
| 30D | 0.0% | +9.3% | -9.3% | -0.2% |
| 3M | +5.9% | +35.2% | -29.3% | +5.5% |
| 6M | -14.8% | +30.7% | -45.5% | -15.3% |
| YTD | +1.8% | -9.8% | +11.5% | +3.1% |
| 1Y | +7.4% | -28.9% | +36.2% | +11.8% |
| All | -7.6% | -9.9% | +2.3% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded CAI 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling