+222.2%
EQT vs PL
+70.3%
+151.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.8% |
| 7D | -1.2% | -9.0% | +7.9% | -0.5% |
| 30D | +1.1% | -29.6% | +30.7% | +3.5% |
| 3M | +4.8% | -45.7% | +50.5% | +8.9% |
| 6M | -10.6% | -34.3% | +23.7% | -9.7% |
| YTD | +3.4% | -15.4% | +18.8% | +1.8% |
| 1Y | +8.7% | +86.1% | -77.4% | -0.9% |
| 3Y | +35.0% | +509.1% | -474.2% | +1.8% |
| 5Y | +204.2% | +68.3% | +135.9% | +150.7% |
| All | +222.2% | +70.3% | +151.9% | +164.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling