+186.9%
EQT vs DOW
-15.2%
+202.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.3% |
| 7D | -1.2% | -2.4% | +1.2% | -0.4% |
| 30D | +1.1% | -4.1% | +5.2% | +2.3% |
| 3M | +4.8% | -12.4% | +17.2% | +9.0% |
| 6M | -10.6% | -10.6% | 0.0% | -8.7% |
| YTD | +3.4% | +31.1% | -27.6% | -8.7% |
| 1Y | +8.7% | +30.5% | -21.8% | -5.1% |
| 3Y | +35.0% | -34.4% | +69.4% | +50.2% |
| 5Y | +204.2% | -35.5% | +239.7% | +241.6% |
| All | +186.9% | -15.2% | +202.1% | +149.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling