+188.9%
EQT vs FGI
-66.8%
+255.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.6% |
| 7D | -2.0% | +12.1% | -14.1% | -2.1% |
| 30D | 0.0% | +75.7% | -75.7% | -1.1% |
| 3M | +5.9% | +31.7% | -25.8% | +5.1% |
| 6M | -14.8% | +111.5% | -126.2% | -17.1% |
| YTD | +1.8% | +45.8% | -44.0% | -0.3% |
| 1Y | +7.4% | +112.5% | -105.2% | +2.1% |
| 3Y | +33.6% | +8.5% | +25.1% | +27.5% |
| All | +188.9% | -66.8% | +255.7% | +177.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded FGI 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling