-4.9%
EQT vs IAG
+56.5%
-61.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +10.2% | -13.4% | -3.4% |
| 7D | -6.6% | +1.1% | -7.7% | -6.6% |
| 30D | +2.7% | -5.3% | +8.0% | +3.0% |
| 3M | -0.2% | +18.0% | -18.2% | -0.9% |
| 6M | -10.6% | +7.1% | -17.7% | -11.0% |
| YTD | -1.2% | +5.9% | -7.1% | -6.0% |
| 1Y | -4.9% | +59.4% | -64.3% | -21.4% |
| All | -4.9% | +56.5% | -61.4% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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