+35.8%
EQT vs TPR
+286.9%
-251.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.4% |
| 7D | -1.2% | -5.1% | +4.0% | -0.5% |
| 30D | +1.1% | -27.6% | +28.6% | +5.1% |
| 3M | +4.8% | -17.5% | +22.3% | +6.9% |
| 6M | -10.6% | -21.3% | +10.8% | -8.5% |
| YTD | +3.4% | -8.5% | +11.9% | +2.9% |
| 1Y | +8.7% | +11.5% | -2.8% | +3.8% |
| All | +35.8% | +286.9% | -251.1% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 3y: compounded portfolio wealth divided by compounded TPR 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…
3y analysis · Full analysis span regression · 6 months rolling