-4.9%
EQT vs S
+36.5%
-41.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.6% | -4.8% | -3.2% |
| 7D | -6.6% | -8.2% | +1.6% | -6.6% |
| 30D | +2.7% | -7.6% | +10.4% | +2.8% |
| 3M | -0.2% | +12.0% | -12.1% | -0.1% |
| 6M | -10.6% | +50.6% | -61.2% | -10.4% |
| YTD | -1.2% | +56.6% | -57.8% | -0.9% |
| 1Y | -4.9% | +39.2% | -44.1% | -3.9% |
| All | -4.9% | +36.5% | -41.3% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling