+210.6%
EQT vs PL
+40.9%
+169.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.9% |
| 7D | +6.9% | +10.0% | -3.1% | +6.1% |
| 30D | +0.4% | -2.3% | +2.7% | +0.4% |
| 3M | -2.0% | -44.2% | +42.2% | +1.6% |
| 6M | -5.0% | -66.1% | +61.1% | +1.3% |
| YTD | -0.3% | -30.0% | +29.7% | -0.9% |
| 1Y | -11.3% | +21.0% | -32.3% | -16.4% |
| 3Y | +38.3% | +516.5% | -478.2% | +3.4% |
| 5Y | +166.4% | +32.0% | +134.3% | +109.7% |
| All | +210.6% | +40.9% | +169.6% | +157.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling