+47.1%
EQT vs TRI
+196.2%
-149.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.0% |
| 7D | -2.0% | -7.9% | +5.9% | -0.4% |
| 30D | 0.0% | -4.5% | +4.5% | +0.7% |
| 3M | +5.9% | +22.1% | -16.2% | +0.3% |
| 6M | -14.8% | -2.8% | -12.0% | -15.4% |
| YTD | +1.8% | -23.4% | +25.2% | +7.2% |
| 1Y | +7.4% | -41.5% | +48.9% | +22.6% |
| 3Y | +33.6% | -19.2% | +52.8% | +36.3% |
| 5Y | +199.3% | -9.4% | +208.7% | +190.4% |
| All | +47.1% | +196.2% | -149.1% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling