-4.9%
EQT vs SPXU
-30.4%
+25.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.9% | +1.7% | -3.1% |
| 7D | -6.6% | +2.2% | -8.7% | -6.5% |
| 30D | +2.7% | +3.8% | -1.0% | +2.8% |
| 3M | -0.2% | +3.3% | -3.4% | -0.1% |
| 6M | -10.6% | -16.7% | +6.1% | -10.8% |
| YTD | -1.2% | -28.6% | +27.5% | -1.9% |
| 1Y | -4.9% | -30.6% | +25.7% | -6.0% |
| All | -4.9% | -30.4% | +25.5% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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