-14.8%
EQT vs INDA
-1.7%
-13.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.5% |
| 7D | -2.0% | -2.7% | +0.7% | -2.2% |
| 30D | 0.0% | -2.8% | +2.8% | -0.2% |
| 3M | +5.9% | +1.6% | +4.3% | +5.8% |
| 6M | -14.8% | -1.4% | -13.4% | -14.5% |
| All | -14.8% | -1.7% | -13.1% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 6mo: compounded portfolio wealth divided by compounded INDA 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…
6mo analysis · Full analysis span regression · 6 months rolling