-8.8%
EQT vs TRU
+4.5%
-13.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.6% | -3.6% |
| 7D | -7.2% | +9.8% | -17.0% | -7.1% |
| 30D | -3.5% | +30.7% | -34.3% | -3.5% |
| 3M | -1.2% | +3.8% | -5.0% | -1.4% |
| 6M | -13.3% | +21.9% | -35.2% | -13.1% |
| YTD | -4.7% | -2.8% | -1.9% | -3.5% |
| 1Y | -8.8% | +4.8% | -13.6% | -10.5% |
| All | -8.8% | +4.5% | -13.3% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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