+9.1%
EQT vs TRI
-41.4%
+50.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.6% |
| 7D | -1.2% | -14.4% | +13.2% | -0.9% |
| 30D | +1.1% | -8.1% | +9.2% | +1.2% |
| 3M | +4.8% | +17.5% | -12.7% | +4.7% |
| 6M | -10.6% | -5.0% | -5.6% | -10.2% |
| YTD | +3.4% | -24.7% | +28.1% | +7.6% |
| All | +9.1% | -41.4% | +50.5% | +17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling