+35.8%
EQT vs TW
+20.3%
+15.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | -1.2% | -2.7% | +1.6% | -0.5% |
| 30D | +1.1% | -1.7% | +2.8% | +1.4% |
| 3M | +4.8% | +1.6% | +3.2% | +3.8% |
| 6M | -10.6% | -17.7% | +7.1% | -6.6% |
| YTD | +3.4% | -4.3% | +7.8% | +3.1% |
| 1Y | +8.7% | -13.1% | +21.8% | +11.7% |
| All | +35.8% | +20.3% | +15.6% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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