+195.6%
EQT vs O
+15.9%
+179.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.1% |
| 7D | -1.2% | -3.5% | +2.3% | +0.6% |
| 30D | +1.1% | -3.3% | +4.4% | +2.8% |
| 3M | +4.8% | -2.8% | +7.6% | +6.1% |
| 6M | -10.6% | -5.8% | -4.8% | -8.2% |
| YTD | +3.4% | +9.4% | -6.0% | -2.4% |
| 1Y | +8.7% | +5.7% | +3.0% | +4.6% |
| 3Y | +35.0% | +27.2% | +7.7% | +12.7% |
| All | +195.6% | +15.9% | +179.7% | +182.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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