+342.1%
EQT vs ROIV
+295.0%
+47.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +18.8% | -18.8% | -0.7% |
| 7D | -0.8% | +20.2% | -21.0% | -1.5% |
| 30D | +6.6% | +14.1% | -7.5% | +6.1% |
| 3M | +4.4% | +45.6% | -41.2% | +2.9% |
| 6M | -10.5% | +44.1% | -54.6% | -11.8% |
| YTD | +3.7% | +91.2% | -87.4% | +1.0% |
| 1Y | +9.9% | +221.3% | -211.4% | +4.6% |
| 3Y | +35.4% | +229.2% | -193.9% | +27.7% |
| 5Y | +189.2% | +316.5% | -127.3% | +166.0% |
| All | +342.1% | +295.0% | +47.0% | +289.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling