+195.6%
EQT vs NDAQ
+49.9%
+145.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.5% |
| 7D | -1.2% | -6.8% | +5.6% | +1.4% |
| 30D | +1.1% | -3.2% | +4.3% | +2.2% |
| 3M | +4.8% | +6.5% | -1.7% | +1.7% |
| 6M | -10.6% | +5.7% | -16.3% | -13.4% |
| YTD | +3.4% | -4.6% | +8.1% | +4.2% |
| 1Y | +8.7% | -1.6% | +10.2% | +7.6% |
| 3Y | +35.0% | +86.4% | -51.5% | -0.9% |
| All | +195.6% | +49.9% | +145.7% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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