+185.2%
EQT vs IP
-11.1%
+196.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.3% | +4.4% |
| 7D | -3.8% | 0.0% | -3.9% | -3.9% |
| 30D | -1.3% | +9.4% | -10.6% | -2.9% |
| 3M | -3.5% | -14.1% | +10.5% | -1.2% |
| 6M | -6.5% | +9.2% | -15.7% | -9.1% |
| YTD | -1.8% | -7.5% | +5.7% | -2.1% |
| 1Y | -10.7% | -2.8% | -7.9% | -12.3% |
| 3Y | +38.5% | +21.2% | +17.3% | +11.1% |
| 5Y | +185.2% | -11.5% | +196.7% | +191.6% |
| All | +185.2% | -11.1% | +196.3% | +191.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling