+49.5%
EQT vs CI
+144.3%
-94.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.3% |
| 7D | -1.2% | -1.3% | +0.2% | -0.8% |
| 30D | +1.1% | +3.1% | -2.1% | +0.2% |
| 3M | +4.8% | -4.5% | +9.3% | +5.9% |
| 6M | -10.6% | +8.3% | -18.8% | -13.2% |
| YTD | +3.4% | +3.8% | -0.4% | +1.5% |
| 1Y | +8.7% | -5.0% | +13.7% | +8.3% |
| 3Y | +35.0% | +5.8% | +29.2% | +25.1% |
| 5Y | +204.2% | +50.6% | +153.6% | +142.5% |
| All | +49.5% | +144.3% | -94.7% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling