-4.9%
EQT vs CNC
+122.0%
-126.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +12.6% | -15.8% | -3.3% |
| 7D | -6.6% | +13.4% | -19.9% | -6.7% |
| 30D | +2.7% | +18.2% | -15.5% | +2.5% |
| 3M | -0.2% | +18.6% | -18.8% | -0.4% |
| 6M | -10.6% | +41.9% | -52.5% | -11.0% |
| YTD | -1.2% | +84.7% | -85.9% | -0.7% |
| 1Y | -4.9% | +110.5% | -115.3% | -4.4% |
| All | -4.9% | +122.0% | -126.8% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 1y: compounded portfolio wealth divided by compounded CNC 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…
1y analysis · Full analysis span regression · 6 months rolling