+182.2%
EQT vs DOW
-17.0%
+199.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.4% | -0.9% |
| 7D | -2.0% | -1.4% | -0.6% | -1.5% |
| 30D | 0.0% | -3.9% | +4.0% | +1.2% |
| 3M | +5.9% | -12.7% | +18.6% | +10.3% |
| 6M | -14.8% | -13.7% | -1.1% | -12.0% |
| YTD | +1.8% | +28.4% | -26.6% | -9.6% |
| 1Y | +7.4% | +21.8% | -14.4% | -3.8% |
| 3Y | +33.6% | -35.7% | +69.3% | +49.7% |
| 5Y | +199.3% | -36.8% | +236.1% | +238.4% |
| All | +182.2% | -17.0% | +199.2% | +146.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling