+206.3%
EQT vs COMP
-50.5%
+256.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.8% | -5.4% | -1.9% |
| 7D | -2.0% | -5.5% | +3.5% | -1.6% |
| 30D | 0.0% | -17.4% | +17.5% | +1.5% |
| 3M | +5.9% | +24.4% | -18.4% | +3.5% |
| 6M | -14.8% | +21.8% | -36.6% | -17.3% |
| YTD | +1.8% | -0.6% | +2.3% | +0.2% |
| 1Y | +7.4% | +11.5% | -4.1% | +4.1% |
| 3Y | +33.6% | +220.4% | -186.8% | +11.2% |
| 5Y | +199.3% | -26.6% | +225.9% | +192.5% |
| All | +206.3% | -50.5% | +256.8% | +241.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded COMP 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling