-4.9%
EQT vs EW
+19.7%
-24.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.4% | -7.6% | -2.9% |
| 7D | -6.6% | +8.3% | -14.9% | -6.2% |
| 30D | +2.7% | +13.9% | -11.2% | +3.3% |
| 3M | -0.2% | +10.9% | -11.1% | +0.6% |
| 6M | -10.6% | +19.2% | -29.8% | -9.9% |
| YTD | -1.2% | +16.6% | -17.7% | -0.2% |
| 1Y | -4.9% | +18.1% | -22.9% | -3.7% |
| All | -4.9% | +19.7% | -24.5% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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