+47.1%
EQT vs NI
+143.3%
-96.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.0% | 0.0% | -2.0% | -2.0% |
| 30D | 0.0% | -1.4% | +1.4% | +0.6% |
| 3M | +5.9% | -10.6% | +16.5% | +10.9% |
| 6M | -14.8% | -9.3% | -5.5% | -11.4% |
| YTD | +1.8% | +1.1% | +0.6% | +0.8% |
| 1Y | +7.4% | +3.4% | +4.0% | +5.5% |
| 3Y | +33.6% | +67.9% | -34.3% | +8.0% |
| 5Y | +199.3% | +98.0% | +101.4% | +131.4% |
| All | +47.1% | +143.3% | -96.1% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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