+195.6%
EQT vs DOW
-36.4%
+232.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | -1.2% | -2.4% | +1.2% | -0.5% |
| 30D | +1.1% | -4.1% | +5.2% | +2.2% |
| 3M | +4.8% | -12.4% | +17.2% | +8.7% |
| 6M | -10.6% | -10.6% | 0.0% | -8.9% |
| YTD | +3.4% | +31.1% | -27.6% | -8.6% |
| 1Y | +8.7% | +30.5% | -21.8% | -4.9% |
| 3Y | +35.0% | -34.4% | +69.4% | +65.6% |
| All | +195.6% | -36.4% | +232.0% | +273.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling