+47.1%
EQT vs RACE
+844.0%
-796.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -2.0% |
| 7D | -2.0% | +0.9% | -2.9% | -2.2% |
| 30D | 0.0% | +1.6% | -1.6% | -0.5% |
| 3M | +5.9% | +13.2% | -7.2% | +1.9% |
| 6M | -14.8% | +22.9% | -37.7% | -20.5% |
| YTD | +1.8% | +13.3% | -11.5% | -3.2% |
| 1Y | +7.4% | -12.7% | +20.0% | +9.9% |
| 3Y | +33.6% | +40.3% | -6.7% | +13.9% |
| 5Y | +199.3% | +96.5% | +102.8% | +123.4% |
| All | +47.1% | +844.0% | -796.8% | -40.2% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling