+35.0%
EQT vs RACE
+38.2%
-3.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.8% |
| 7D | -2.0% | -2.6% | +0.6% | -1.7% |
| 30D | +1.0% | -1.1% | +2.1% | +1.1% |
| 3M | +4.0% | +12.5% | -8.5% | +2.3% |
| 6M | -11.7% | +17.4% | -29.1% | -13.8% |
| YTD | +2.8% | +10.1% | -7.3% | +1.3% |
| 1Y | +10.0% | -15.1% | +25.1% | +13.3% |
| All | +35.0% | +38.2% | -3.2% | +25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling