+3,033.3%
EQT vs TECH
+100,565.1%
-97,531.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.2% | -0.5% | -0.7% | -1.1% |
| 30D | +1.1% | 0.0% | +1.1% | +1.1% |
| 3M | +4.8% | +37.4% | -32.7% | +0.5% |
| 6M | -10.6% | +36.9% | -47.4% | -14.8% |
| YTD | +3.4% | +23.1% | -19.7% | -0.3% |
| 1Y | +8.7% | +42.2% | -33.6% | +2.5% |
| 3Y | +35.0% | +1.9% | +33.0% | +30.6% |
| 5Y | +204.2% | -42.9% | +247.2% | +212.8% |
| 10Y | +52.5% | +188.2% | -135.8% | +27.4% |
| All | +3,033.3% | +100,565.1% | -97,531.7% | +1,745.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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