+204.2%
EQT vs PAAS
+116.4%
+87.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.3% | +4.9% | +1.4% |
| 7D | -1.2% | -3.7% | +2.5% | -0.5% |
| 30D | +1.1% | -1.9% | +2.9% | +1.1% |
| 3M | +4.8% | +15.1% | -10.3% | +1.3% |
| 6M | -10.6% | -17.1% | +6.5% | -8.8% |
| YTD | +3.4% | -1.3% | +4.8% | +0.3% |
| 1Y | +8.7% | +41.1% | -32.4% | -3.9% |
| 3Y | +35.0% | +244.2% | -209.2% | -9.3% |
| 5Y | +204.2% | +120.8% | +83.4% | +150.3% |
| All | +204.2% | +116.4% | +87.9% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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