+38.3%
EQT vs FE
+50.7%
-12.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.6% |
| 7D | +6.9% | +1.2% | +5.7% | +6.6% |
| 30D | +0.4% | +4.5% | -4.1% | -0.7% |
| 3M | -2.0% | +1.3% | -3.4% | -2.4% |
| 6M | -5.0% | +8.7% | -13.6% | -7.1% |
| YTD | -0.3% | +9.2% | -9.5% | -3.0% |
| 1Y | -11.3% | +7.0% | -18.3% | -13.2% |
| 3Y | +38.3% | +51.4% | -13.1% | +21.4% |
| All | +38.3% | +50.7% | -12.3% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling