+195.6%
EQT vs ROIV
+309.8%
-114.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +0.7% |
| 7D | -1.2% | +19.0% | -20.1% | -1.8% |
| 30D | +1.1% | +16.1% | -15.1% | +0.5% |
| 3M | +4.8% | +44.1% | -39.3% | +3.3% |
| 6M | -10.6% | +37.8% | -48.4% | -11.8% |
| YTD | +3.4% | +88.7% | -85.2% | +0.6% |
| 1Y | +8.7% | +197.3% | -188.6% | +3.6% |
| 3Y | +35.0% | +224.9% | -190.0% | +27.1% |
| All | +195.6% | +309.8% | -114.2% | +162.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 5y: compounded portfolio wealth divided by compounded ROIV 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…
5y analysis · Full analysis span regression · 6 months rolling