+86.1%
EQT vs FND
+54.9%
+31.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.8% |
| 7D | -1.2% | -5.1% | +3.9% | -0.5% |
| 30D | +1.1% | -22.5% | +23.6% | +4.5% |
| 3M | +4.8% | -5.0% | +9.8% | +4.8% |
| 6M | -10.6% | -21.5% | +10.9% | -8.7% |
| YTD | +3.4% | -23.0% | +26.5% | +5.4% |
| 1Y | +8.7% | -44.9% | +53.6% | +16.1% |
| 3Y | +35.0% | -50.0% | +84.9% | +42.2% |
| 5Y | +204.2% | -63.3% | +267.6% | +225.4% |
| All | +86.1% | +54.9% | +31.2% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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