+51.6%
EQT vs CSGP
+37.7%
+13.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.4% |
| 7D | -2.0% | -5.4% | +3.4% | -1.0% |
| 30D | +1.0% | -6.0% | +7.1% | +2.0% |
| 3M | +4.0% | -12.8% | +16.8% | +6.1% |
| 6M | -11.7% | -38.9% | +27.2% | -4.0% |
| YTD | +2.8% | -56.0% | +58.8% | +18.3% |
| 1Y | +10.0% | -66.4% | +76.4% | +33.7% |
| 3Y | +34.1% | -64.2% | +98.3% | +58.6% |
| 5Y | +195.3% | -67.0% | +262.3% | +248.4% |
| 10Y | +51.6% | +43.8% | +7.8% | +43.6% |
| All | +51.6% | +37.7% | +13.8% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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