+47.1%
EQT vs RUN
+42.2%
+4.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.6% |
| 7D | -2.0% | -3.7% | +1.7% | -1.7% |
| 30D | 0.0% | -13.0% | +13.0% | +1.1% |
| 3M | +5.9% | -31.8% | +37.7% | +8.8% |
| 6M | -14.8% | -32.2% | +17.4% | -12.9% |
| YTD | +1.8% | -53.5% | +55.2% | +6.0% |
| 1Y | +7.4% | -46.5% | +53.9% | +9.6% |
| 3Y | +33.6% | -37.6% | +71.2% | +19.7% |
| 5Y | +199.3% | -80.9% | +280.2% | +189.2% |
| All | +47.1% | +42.2% | +4.9% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling