+35.0%
EQT vs D
+60.1%
-25.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.6% |
| 7D | -2.0% | -0.4% | -1.6% | -1.9% |
| 30D | +1.0% | -2.1% | +3.1% | +1.4% |
| 3M | +4.0% | -0.7% | +4.8% | +4.2% |
| 6M | -11.7% | +5.6% | -17.3% | -12.7% |
| YTD | +2.8% | +14.6% | -11.7% | 0.0% |
| 1Y | +10.0% | +15.3% | -5.3% | +6.9% |
| All | +35.0% | +60.1% | -25.1% | +20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling