+195.6%
EQT vs DE
+97.8%
+97.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | -2.4% | +1.2% | -0.3% |
| 30D | +1.1% | +9.7% | -8.6% | -2.4% |
| 3M | +4.8% | +21.4% | -16.6% | -3.0% |
| 6M | -10.6% | +15.0% | -25.6% | -16.1% |
| YTD | +3.4% | +46.4% | -43.0% | -12.9% |
| 1Y | +8.7% | +45.6% | -37.0% | -8.7% |
| 3Y | +35.0% | +76.8% | -41.8% | -0.4% |
| All | +195.6% | +97.8% | +97.8% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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