+35.8%
EQT vs P
+137.3%
-101.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.7% | +0.9% |
| 7D | -1.2% | -4.1% | +3.0% | -0.8% |
| 30D | +1.1% | -14.0% | +15.1% | +2.3% |
| 3M | +4.8% | +41.4% | -36.6% | +0.9% |
| 6M | -10.6% | +54.2% | -64.7% | -15.3% |
| YTD | +3.4% | +40.4% | -37.0% | -1.4% |
| 1Y | +8.7% | +16.0% | -7.3% | +4.0% |
| All | +35.8% | +137.3% | -101.5% | +17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling