+9.1%
EQT vs FGI
+122.0%
-112.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +9.4% | -8.8% | +0.6% |
| 7D | -1.2% | +22.8% | -24.0% | -1.1% |
| 30D | +1.1% | +85.9% | -84.8% | +1.6% |
| 3M | +4.8% | +32.4% | -27.6% | +5.2% |
| 6M | -10.6% | +106.3% | -116.9% | -10.2% |
| YTD | +3.4% | +48.4% | -45.0% | +4.0% |
| All | +9.1% | +122.0% | -112.9% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling