-4.9%
EQT vs DOW
+50.2%
-55.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.2% | 0.0% | -2.8% |
| 7D | -6.6% | -4.2% | -2.4% | -6.0% |
| 30D | +2.7% | +14.7% | -12.0% | +1.0% |
| 3M | -0.2% | +9.1% | -9.2% | -1.4% |
| 6M | -10.6% | -17.7% | +7.1% | -9.9% |
| YTD | -1.2% | +44.6% | -45.8% | -3.6% |
| 1Y | -4.9% | +51.9% | -56.8% | -8.1% |
| All | -4.9% | +50.2% | -55.1% | -8.1% |
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