+195.6%
EQT vs SPXU
-85.8%
+281.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +1.1% |
| 7D | -1.2% | +6.4% | -7.5% | +0.6% |
| 30D | +1.1% | +5.9% | -4.9% | +2.8% |
| 3M | +4.8% | -11.7% | +16.5% | +1.3% |
| 6M | -10.6% | -28.7% | +18.1% | -18.4% |
| YTD | +3.4% | -26.4% | +29.8% | -4.4% |
| 1Y | +8.7% | -35.2% | +43.9% | -2.7% |
| 3Y | +35.0% | -79.8% | +114.8% | -8.7% |
| All | +195.6% | -85.8% | +281.3% | +105.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling