+35.8%
EQT vs CI
+5.6%
+30.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.6% |
| 7D | -1.2% | -1.3% | +0.2% | -1.1% |
| 30D | +1.1% | +3.1% | -2.1% | +0.9% |
| 3M | +4.8% | -4.5% | +9.3% | +5.0% |
| 6M | -10.6% | +8.3% | -18.8% | -11.0% |
| YTD | +3.4% | +3.8% | -0.4% | +3.1% |
| 1Y | +8.7% | -5.0% | +13.7% | +8.3% |
| All | +35.8% | +5.6% | +30.2% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling