-4.9%
EQT vs RACE
+10.6%
-15.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.3% | -7.5% | -2.9% |
| 7D | -6.6% | +9.9% | -16.5% | -6.0% |
| 30D | +2.7% | +12.8% | -10.1% | +3.6% |
| 3M | -0.2% | +7.4% | -7.5% | +0.4% |
| 6M | -10.6% | +27.6% | -38.2% | -9.6% |
| YTD | -1.2% | +18.4% | -19.5% | +2.6% |
| 1Y | -4.9% | +9.5% | -14.4% | +5.2% |
| All | -4.9% | +10.6% | -15.4% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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