+164.1%
EQT vs PL
+33.5%
+130.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.4% | -0.4% |
| 7D | +3.4% | +22.3% | -18.8% | +1.9% |
| 30D | -3.5% | -8.3% | +4.8% | -3.1% |
| 3M | -2.8% | -43.3% | +40.4% | +0.7% |
| 6M | -5.5% | -65.8% | +60.3% | +0.7% |
| YTD | -1.1% | -29.5% | +28.4% | -1.8% |
| 1Y | -12.9% | +11.7% | -24.6% | -17.4% |
| 3Y | +39.5% | +540.6% | -501.1% | +3.7% |
| 5Y | +164.1% | +32.9% | +131.2% | +106.9% |
| All | +164.1% | +33.5% | +130.6% | +106.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling