+47.1%
EQT vs IT
+103.1%
-56.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.3% | -6.9% | -2.4% |
| 7D | -2.0% | -3.7% | +1.7% | -1.5% |
| 30D | 0.0% | +0.1% | -0.1% | -0.2% |
| 3M | +5.9% | +20.7% | -14.7% | +1.5% |
| 6M | -14.8% | +12.0% | -26.8% | -17.7% |
| YTD | +1.8% | -28.8% | +30.6% | +6.3% |
| 1Y | +7.4% | -25.5% | +32.9% | +10.7% |
| 3Y | +33.6% | -48.8% | +82.4% | +46.3% |
| 5Y | +199.3% | -42.7% | +242.1% | +214.7% |
| All | +47.1% | +103.1% | -56.0% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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