+37.2%
EQT vs PL
+540.6%
-503.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.4% | -0.5% |
| 7D | +3.4% | +22.3% | -18.8% | +2.2% |
| 30D | -3.5% | -8.3% | +4.8% | -3.2% |
| 3M | -2.8% | -43.3% | +40.4% | -0.2% |
| 6M | -5.5% | -65.8% | +60.3% | -0.8% |
| YTD | -1.1% | -29.5% | +28.4% | -1.7% |
| 1Y | -12.9% | +11.7% | -24.6% | -16.6% |
| All | +37.2% | +540.6% | -503.4% | +5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling