+160.3%
EQT vs GD
+99.6%
+60.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +6.9% | +2.7% | +4.2% | +5.6% |
| 30D | +0.4% | +8.6% | -8.2% | -3.6% |
| 3M | -2.0% | -7.1% | +5.0% | +1.3% |
| 6M | -5.0% | +7.5% | -12.4% | -9.1% |
| YTD | -0.3% | +9.9% | -10.2% | -7.0% |
| 1Y | -11.3% | +7.6% | -18.8% | -16.3% |
| 3Y | +38.3% | +56.2% | -17.9% | -3.4% |
| All | +160.3% | +99.6% | +60.7% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 5y: compounded portfolio wealth divided by compounded GD 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…
5y analysis · Full analysis span regression · 6 months rolling