+3,014.5%
EQT vs GEN
+8,579.3%
-5,564.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -2.0% | -2.9% | +0.9% | -1.7% |
| 30D | +1.0% | +2.1% | -1.0% | +0.8% |
| 3M | +4.0% | +19.7% | -15.7% | +2.0% |
| 6M | -11.7% | +33.3% | -45.0% | -14.5% |
| YTD | +2.8% | +11.1% | -8.3% | +1.2% |
| 1Y | +10.0% | +3.0% | +7.0% | +9.0% |
| 3Y | +34.1% | +57.9% | -23.7% | +26.9% |
| 5Y | +195.3% | +20.6% | +174.7% | +184.8% |
| 10Y | +51.6% | +153.2% | -101.7% | +33.5% |
| All | +3,014.5% | +8,579.3% | -5,564.8% | +2,342.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling