+35.4%
EQT vs PL
+518.4%
-483.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | 0.0% |
| 7D | -0.8% | -7.5% | +6.7% | -0.4% |
| 30D | +6.6% | -25.6% | +32.2% | +8.4% |
| 3M | +4.4% | -45.6% | +50.0% | +7.8% |
| 6M | -10.5% | -29.5% | +19.0% | -10.1% |
| YTD | +3.7% | -9.7% | +13.4% | +1.8% |
| 1Y | +9.9% | +84.4% | -74.5% | +1.4% |
| 3Y | +35.4% | +550.0% | -514.6% | +3.5% |
| All | +35.4% | +518.4% | -483.1% | +3.5% |
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