+47.1%
EQT vs PSX
+386.4%
-339.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.8% |
| 7D | -2.0% | +1.7% | -3.7% | -2.8% |
| 30D | 0.0% | +15.6% | -15.6% | -7.0% |
| 3M | +5.9% | +46.5% | -40.5% | -12.7% |
| 6M | -14.8% | +55.0% | -69.8% | -32.1% |
| YTD | +1.8% | +105.3% | -103.5% | -30.0% |
| 1Y | +7.4% | +101.6% | -94.2% | -25.7% |
| 3Y | +33.6% | +134.1% | -100.5% | -18.1% |
| 5Y | +199.3% | +368.7% | -169.4% | +27.2% |
| All | +47.1% | +386.4% | -339.3% | -50.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling