+1,926.3%
EQT vs FE
+556.9%
+1,369.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.2% |
| 7D | -0.8% | +0.6% | -1.5% | -1.1% |
| 30D | +6.6% | -2.1% | +8.8% | +7.6% |
| 3M | +4.4% | +2.6% | +1.7% | +3.1% |
| 6M | -10.5% | -6.8% | -3.7% | -8.1% |
| YTD | +3.7% | +6.9% | -3.1% | +0.3% |
| 1Y | +9.9% | +11.6% | -1.7% | +4.3% |
| 3Y | +35.4% | +47.7% | -12.4% | +12.1% |
| 5Y | +189.2% | +46.2% | +143.0% | +140.0% |
| 10Y | +50.7% | +109.2% | -58.5% | -3.9% |
| All | +1,926.3% | +556.9% | +1,369.4% | +807.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling