+3,014.5%
EQT vs ED
+2,221.6%
+792.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.6% |
| 7D | -2.0% | -0.2% | -1.8% | -1.9% |
| 30D | +1.0% | +1.9% | -0.9% | +0.2% |
| 3M | +4.0% | +1.9% | +2.2% | +3.1% |
| 6M | -11.7% | -2.3% | -9.4% | -11.1% |
| YTD | +2.8% | +10.9% | -8.1% | -1.9% |
| 1Y | +10.0% | +14.5% | -4.5% | +3.3% |
| 3Y | +34.1% | +33.4% | +0.8% | +15.7% |
| 5Y | +195.3% | +67.3% | +128.0% | +129.4% |
| 10Y | +51.6% | +110.7% | -59.1% | +2.4% |
| All | +3,014.5% | +2,221.6% | +792.9% | +988.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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