-4.9%
EQT vs PSX
+97.5%
-102.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.5% | +1.3% | -2.1% |
| 7D | -6.6% | -5.2% | -1.4% | -5.4% |
| 30D | +2.7% | -3.7% | +6.5% | +3.2% |
| 3M | -0.2% | +26.8% | -26.9% | -7.1% |
| 6M | -10.6% | +47.3% | -57.9% | -20.1% |
| YTD | -1.2% | +105.4% | -106.6% | -19.3% |
| 1Y | -4.9% | +96.9% | -101.8% | -21.2% |
| All | -4.9% | +97.5% | -102.4% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling