+9.1%
EQT vs TNA
+51.2%
-42.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +0.7% |
| 7D | -1.2% | -7.6% | +6.4% | -1.0% |
| 30D | +1.1% | -13.6% | +14.7% | +1.5% |
| 3M | +4.8% | +2.8% | +2.0% | +4.3% |
| 6M | -10.6% | +34.5% | -45.1% | -12.9% |
| YTD | +3.4% | +41.0% | -37.6% | -1.4% |
| All | +9.1% | +51.2% | -42.1% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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