+7.8%
EQT vs COO
+4.1%
+3.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.6% |
| 7D | +1.1% | -2.2% | +3.3% | +1.3% |
| 30D | +7.7% | -7.0% | +14.7% | +8.4% |
| 3M | +0.2% | +12.2% | -12.0% | -1.1% |
| 6M | -9.5% | -15.1% | +5.6% | -6.3% |
| YTD | +3.8% | -15.1% | +18.9% | +7.4% |
| 1Y | +7.8% | +2.3% | +5.4% | +11.9% |
| All | +7.8% | +4.1% | +3.6% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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