+190.8%
EQT vs CI
+50.4%
+140.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.6% | -1.6% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | 0.0% | +1.8% | -1.8% | -0.3% |
| 3M | +5.9% | -4.2% | +10.2% | +6.6% |
| 6M | -14.8% | +8.8% | -23.6% | -16.5% |
| YTD | +1.8% | +3.7% | -2.0% | +0.6% |
| 1Y | +7.4% | -6.1% | +13.5% | +7.5% |
| 3Y | +33.6% | +4.5% | +29.1% | +26.5% |
| All | +190.8% | +50.4% | +140.4% | +116.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling