+195.3%
EQT vs GD
+91.1%
+104.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.3% |
| 7D | -2.0% | -3.1% | +1.1% | -0.5% |
| 30D | +1.0% | -10.9% | +12.0% | +6.9% |
| 3M | +4.0% | +2.5% | +1.5% | +2.1% |
| 6M | -11.7% | -1.7% | -10.0% | -11.6% |
| YTD | +2.8% | +6.1% | -3.3% | -2.3% |
| 1Y | +10.0% | +11.7% | -1.7% | +1.1% |
| 3Y | +34.1% | +71.8% | -37.6% | -15.7% |
| 5Y | +195.3% | +92.2% | +103.1% | +67.0% |
| All | +195.3% | +91.1% | +104.2% | +67.0% |
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