+51.6%
EQT vs IP
+15.7%
+35.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.2% | +0.8% |
| 7D | -2.0% | -4.6% | +2.6% | -0.5% |
| 30D | +1.0% | -15.3% | +16.3% | +6.5% |
| 3M | +4.0% | +2.7% | +1.3% | +1.5% |
| 6M | -11.7% | -7.4% | -4.3% | -11.8% |
| YTD | +2.8% | -8.8% | +11.6% | +2.2% |
| 1Y | +10.0% | -22.4% | +32.4% | +15.5% |
| 3Y | +34.1% | +14.2% | +19.9% | +9.2% |
| 5Y | +195.3% | -21.8% | +217.1% | +186.9% |
| 10Y | +51.6% | +18.3% | +33.3% | +8.3% |
| All | +51.6% | +15.7% | +35.8% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling