+9.1%
EQT vs COO
-19.9%
+29.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -14.7% | +15.3% | +1.7% |
| 7D | -1.2% | -23.3% | +22.1% | +1.0% |
| 30D | +1.1% | -29.5% | +30.6% | +4.1% |
| 3M | +4.8% | -20.0% | +24.8% | +6.6% |
| 6M | -10.6% | -27.2% | +16.6% | -7.3% |
| YTD | +3.4% | -33.9% | +37.3% | +9.3% |
| All | +9.1% | -19.9% | +29.1% | +15.2% |
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