+195.3%
EQT vs PL
+72.5%
+122.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.7% |
| 7D | -2.0% | -13.9% | +11.8% | -1.0% |
| 30D | +1.0% | -25.5% | +26.5% | +3.1% |
| 3M | +4.0% | -44.8% | +48.8% | +8.0% |
| 6M | -11.7% | -33.3% | +21.6% | -10.9% |
| YTD | +2.8% | -12.7% | +15.5% | +0.9% |
| 1Y | +10.0% | +90.9% | -80.9% | 0.0% |
| 3Y | +34.1% | +528.5% | -494.3% | +0.7% |
| 5Y | +195.3% | +72.7% | +122.6% | +131.5% |
| All | +195.3% | +72.5% | +122.7% | +131.5% |
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 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