+719.6%
EQT vs NDAQ
+2,205.8%
-1,486.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.3% |
| 7D | -1.2% | -6.8% | +5.6% | +0.8% |
| 30D | +1.1% | -3.2% | +4.3% | +2.0% |
| 3M | +4.8% | +6.5% | -1.7% | +2.4% |
| 6M | -10.6% | +5.7% | -16.3% | -12.7% |
| YTD | +3.4% | -4.6% | +8.1% | +3.6% |
| 1Y | +8.7% | -1.6% | +10.2% | +7.7% |
| 3Y | +35.0% | +86.4% | -51.5% | +10.4% |
| 5Y | +204.2% | +50.3% | +153.9% | +163.0% |
| 10Y | +52.5% | +369.0% | -316.5% | -5.8% |
| All | +719.6% | +2,205.8% | -1,486.3% | +292.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling