-12.1%
EQT vs CSGP
-55.2%
+43.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +0.3% | -7.1% | +7.4% | +0.4% |
| 30D | -0.7% | +3.6% | -4.3% | -0.8% |
| 3M | -2.8% | -2.7% | -0.1% | -2.9% |
| 6M | -6.1% | -8.0% | +2.0% | -6.0% |
| YTD | -0.5% | -55.0% | +54.5% | -2.6% |
| 1Y | -12.1% | -55.8% | +43.6% | -13.8% |
| All | -12.1% | -55.2% | +43.0% | -13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling