+7.4%
EQT vs PH
+25.3%
-18.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.6% |
| 7D | -2.0% | -1.3% | -0.7% | -2.0% |
| 30D | 0.0% | -11.0% | +11.0% | -0.1% |
| 3M | +5.9% | +5.5% | +0.4% | +5.9% |
| 6M | -14.8% | +1.5% | -16.3% | -14.5% |
| YTD | +1.8% | +8.8% | -7.0% | -0.1% |
| 1Y | +7.4% | +24.5% | -17.1% | -0.2% |
| All | +7.4% | +25.3% | -18.0% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 2025-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded PH 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling