-4.9%
EQT vs DAR
+63.3%
-68.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.8% |
| 7D | -6.6% | -5.7% | -0.9% | -5.8% |
| 30D | +2.7% | -16.6% | +19.3% | +5.5% |
| 3M | -0.2% | -13.1% | +12.9% | +1.6% |
| 6M | -10.6% | -18.8% | +8.2% | -8.1% |
| YTD | -1.2% | +45.3% | -46.4% | -6.7% |
| 1Y | -4.9% | +60.6% | -65.5% | -13.2% |
| All | -4.9% | +63.3% | -68.1% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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