+3,014.5%
EQT vs EXC
+2,357.1%
+657.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | -2.0% | +0.3% | -2.3% | -2.1% |
| 30D | +1.0% | -0.9% | +1.9% | +1.3% |
| 3M | +4.0% | -2.7% | +6.7% | +4.9% |
| 6M | -11.7% | -9.4% | -2.3% | -8.7% |
| YTD | +2.8% | +3.0% | -0.2% | +0.9% |
| 1Y | +10.0% | +5.1% | +4.9% | +7.1% |
| 3Y | +34.1% | +20.6% | +13.5% | +22.0% |
| 5Y | +195.3% | +45.7% | +149.6% | +148.2% |
| 10Y | +51.6% | +160.8% | -109.3% | -4.4% |
| All | +3,014.5% | +2,357.1% | +657.4% | +1,461.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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