+9.1%
EQT vs ILMN
+110.3%
-101.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.6% |
| 7D | -1.2% | -9.2% | +8.0% | -1.0% |
| 30D | +1.1% | +4.4% | -3.3% | +1.0% |
| 3M | +4.8% | +23.9% | -19.1% | +4.2% |
| 6M | -10.6% | +64.5% | -75.1% | -12.3% |
| YTD | +3.4% | +53.5% | -50.0% | +2.3% |
| All | +9.1% | +110.3% | -101.2% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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