-4.9%
EQT vs P
+19.7%
-24.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.0% | +1.8% | -3.1% |
| 7D | -6.6% | -19.4% | +12.8% | -6.4% |
| 30D | +2.7% | -22.3% | +25.1% | +3.0% |
| 3M | -0.2% | +33.2% | -33.3% | 0.0% |
| 6M | -10.6% | +53.6% | -64.2% | -10.0% |
| YTD | -1.2% | +66.8% | -67.9% | 0.0% |
| 1Y | -4.9% | +17.5% | -22.4% | -6.3% |
| All | -4.9% | +19.7% | -24.6% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 1y: compounded portfolio wealth divided by compounded P 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…
1y analysis · Full analysis span regression · 6 months rolling