+7.4%
EQT vs SPXU
-36.3%
+43.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.7% |
| 7D | -2.0% | +2.5% | -4.5% | -1.9% |
| 30D | 0.0% | +4.2% | -4.2% | +0.2% |
| 3M | +5.9% | -9.3% | +15.2% | +5.4% |
| 6M | -14.8% | -30.7% | +15.9% | -16.7% |
| YTD | +1.8% | -28.1% | +29.9% | -0.1% |
| 1Y | +7.4% | -35.2% | +42.6% | +5.6% |
| All | +7.4% | -36.3% | +43.6% | +5.6% |
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