+2,920.2%
EQT vs D
+2,415.1%
+505.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.8% |
| 7D | +6.9% | -1.4% | +8.3% | +7.6% |
| 30D | +0.4% | +7.7% | -7.3% | -3.3% |
| 3M | -2.0% | -0.3% | -1.8% | -2.2% |
| 6M | -5.0% | +10.1% | -15.0% | -9.9% |
| YTD | -0.3% | +19.1% | -19.4% | -9.4% |
| 1Y | -11.3% | +15.9% | -27.2% | -18.4% |
| 3Y | +38.3% | +75.0% | -36.7% | +0.9% |
| 5Y | +166.4% | +13.4% | +153.0% | +138.7% |
| 10Y | +62.2% | +47.5% | +14.7% | +17.3% |
| All | +2,920.2% | +2,415.1% | +505.2% | +703.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling