+49.5%
EQT vs COO
+17.5%
+32.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -14.7% | +15.3% | +4.3% |
| 7D | -1.2% | -23.3% | +22.1% | +5.3% |
| 30D | +1.1% | -29.5% | +30.6% | +10.1% |
| 3M | +4.8% | -20.0% | +24.8% | +10.1% |
| 6M | -10.6% | -27.2% | +16.6% | -3.9% |
| YTD | +3.4% | -33.9% | +37.3% | +14.1% |
| 1Y | +8.7% | -19.9% | +28.6% | +13.3% |
| 3Y | +35.0% | -38.1% | +73.1% | +47.0% |
| 5Y | +204.2% | -52.0% | +256.2% | +250.9% |
| All | +49.5% | +17.5% | +32.0% | +40.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling