+195.6%
EQT vs TE
-48.4%
+244.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +1.0% |
| 7D | -1.2% | +0.9% | -2.0% | -1.3% |
| 30D | +1.1% | -16.3% | +17.4% | +2.1% |
| 3M | +4.8% | -40.8% | +45.5% | +7.3% |
| 6M | -10.6% | -42.6% | +32.0% | -9.9% |
| YTD | +3.4% | -31.4% | +34.9% | +1.3% |
| 1Y | +8.7% | +144.9% | -136.2% | -8.3% |
| 3Y | +35.0% | -26.0% | +61.0% | +19.5% |
| All | +195.6% | -48.4% | +244.0% | +170.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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