+9.1%
EQT vs P
+15.5%
-6.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.7% | +0.6% |
| 7D | -1.2% | -4.1% | +3.0% | -1.2% |
| 30D | +1.1% | -14.0% | +15.1% | +1.1% |
| 3M | +4.8% | +41.4% | -36.6% | +5.2% |
| 6M | -10.6% | +54.2% | -64.7% | -9.8% |
| YTD | +3.4% | +40.4% | -37.0% | +4.5% |
| All | +9.1% | +15.5% | -6.4% | +9.5% |
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