+1,299.1%
EQT vs EW
+6,681.4%
-5,382.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | -2.0% | -5.1% | +3.1% | -1.0% |
| 30D | +1.0% | -6.4% | +7.4% | +2.3% |
| 3M | +4.0% | -1.6% | +5.6% | +4.2% |
| 6M | -11.7% | +2.3% | -14.0% | -12.4% |
| YTD | +2.8% | +1.1% | +1.7% | +2.1% |
| 1Y | +10.0% | +8.0% | +2.0% | +7.6% |
| 3Y | +34.1% | +16.3% | +17.8% | +25.9% |
| 5Y | +195.3% | -29.4% | +224.7% | +201.9% |
| 10Y | +51.6% | +125.6% | -74.0% | +17.1% |
| All | +1,299.1% | +6,681.4% | -5,382.2% | +500.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling