+35.8%
EQT vs PSX
+132.2%
-96.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | -1.2% | +1.5% | -2.7% | -1.6% |
| 30D | +1.1% | +15.8% | -14.7% | -3.6% |
| 3M | +4.8% | +43.0% | -38.2% | -6.7% |
| 6M | -10.6% | +61.1% | -71.7% | -23.6% |
| YTD | +3.4% | +104.5% | -101.1% | -18.6% |
| 1Y | +8.7% | +102.5% | -93.9% | -14.3% |
| All | +35.8% | +132.2% | -96.4% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling