-4.9%
EQT vs GEN
+20.2%
-25.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.0% | -7.2% | -3.1% |
| 7D | -6.6% | +26.9% | -33.4% | -6.1% |
| 30D | +2.7% | +38.6% | -35.9% | +3.1% |
| 3M | -0.2% | +9.7% | -9.9% | +0.1% |
| 6M | -10.6% | +58.9% | -69.5% | -10.9% |
| YTD | -1.2% | +15.3% | -16.5% | +2.5% |
| 1Y | -4.9% | +21.8% | -26.6% | -4.2% |
| All | -4.9% | +20.2% | -25.0% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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