+7.8%
EQT vs DOW
+30.0%
-22.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.2% | -0.5% |
| 7D | +1.1% | -2.4% | +3.5% | +1.3% |
| 30D | +7.7% | +0.4% | +7.3% | +7.6% |
| 3M | +0.2% | -14.4% | +14.6% | +1.3% |
| 6M | -9.5% | -7.0% | -2.5% | -8.7% |
| YTD | +3.8% | +30.2% | -26.4% | +2.7% |
| 1Y | +7.8% | +29.2% | -21.4% | +5.8% |
| All | +7.8% | +30.0% | -22.3% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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