+3,033.3%
EQT vs DE
+14,511.5%
-11,478.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | -2.4% | +1.2% | -0.4% |
| 30D | +1.1% | +9.7% | -8.6% | -2.1% |
| 3M | +4.8% | +21.4% | -16.6% | -2.1% |
| 6M | -10.6% | +15.0% | -25.6% | -15.5% |
| YTD | +3.4% | +46.4% | -43.0% | -10.2% |
| 1Y | +8.7% | +45.6% | -37.0% | -5.8% |
| 3Y | +35.0% | +76.8% | -41.8% | +7.8% |
| 5Y | +204.2% | +99.4% | +104.8% | +131.7% |
| 10Y | +52.5% | +864.6% | -812.1% | -31.4% |
| All | +3,033.3% | +14,511.5% | -11,478.1% | +802.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling