+189.2%
EQT vs CSGP
-65.4%
+254.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.8% | +0.2% |
| 7D | -0.8% | -5.1% | +4.3% | 0.0% |
| 30D | +6.6% | +0.3% | +6.3% | +6.4% |
| 3M | +4.4% | -9.1% | +13.5% | +5.7% |
| 6M | -10.5% | -37.3% | +26.8% | -3.3% |
| YTD | +3.7% | -54.9% | +58.6% | +18.8% |
| 1Y | +9.9% | -65.5% | +75.4% | +33.4% |
| 3Y | +35.4% | -63.3% | +98.6% | +59.1% |
| 5Y | +189.2% | -65.8% | +255.0% | +261.2% |
| All | +189.2% | -65.4% | +254.6% | +261.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling