-4.9%
EQT vs ET
+24.7%
-29.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.5% | +0.3% | -0.9% |
| 7D | -6.6% | -6.0% | -0.5% | -2.8% |
| 30D | +2.7% | -6.1% | +8.8% | +7.1% |
| 3M | -0.2% | -2.7% | +2.5% | +1.0% |
| 6M | -10.6% | +0.2% | -10.8% | -11.4% |
| YTD | -1.2% | +24.3% | -25.5% | -15.5% |
| 1Y | -4.9% | +26.4% | -31.2% | -19.8% |
| All | -4.9% | +24.7% | -29.6% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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