+819.7%
EQT vs TPR
+7,101.5%
-6,281.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +0.9% |
| 7D | -0.8% | -3.4% | +2.5% | 0.0% |
| 30D | +6.6% | -27.3% | +33.9% | +15.4% |
| 3M | +4.4% | -16.2% | +20.6% | +8.3% |
| 6M | -10.5% | -17.9% | +7.4% | -7.3% |
| YTD | +3.7% | -7.1% | +10.9% | +3.3% |
| 1Y | +9.9% | +13.6% | -3.7% | +2.8% |
| 3Y | +35.4% | +293.7% | -258.4% | -14.0% |
| 5Y | +189.2% | +239.1% | -49.9% | +85.7% |
| 10Y | +50.7% | +311.2% | -260.5% | -18.5% |
| All | +819.7% | +7,101.5% | -6,281.8% | +201.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling