+571.5%
EQT vs TE
-53.2%
+624.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +1.1% |
| 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% | +7.4% |
| 6M | -10.6% | -42.6% | +32.0% | -9.9% |
| YTD | +3.4% | -31.4% | +34.9% | +1.2% |
| 1Y | +8.7% | +144.9% | -136.2% | -8.9% |
| 3Y | +35.0% | -26.0% | +61.0% | +18.4% |
| 5Y | +204.2% | -48.5% | +252.7% | +168.0% |
| All | +571.5% | -53.2% | +624.7% | +487.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling