+7.8%
EQT vs D
+15.7%
-7.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.5% |
| 7D | +1.1% | +0.4% | +0.7% | +1.0% |
| 30D | +7.7% | -3.6% | +11.3% | +8.4% |
| 3M | +0.2% | -1.0% | +1.2% | +0.5% |
| 6M | -9.5% | +6.3% | -15.8% | -10.1% |
| YTD | +3.8% | +14.7% | -10.9% | +2.4% |
| 1Y | +7.8% | +16.9% | -9.2% | +9.4% |
| All | +7.8% | +15.7% | -7.9% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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