-13.3%
EQT vs XE
-70.1%
+56.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -10.4% | +6.8% | -3.8% |
| 7D | -6.9% | -23.1% | +16.2% | -7.3% |
| 30D | -3.2% | -41.7% | +38.5% | -4.3% |
| 3M | -0.9% | -52.8% | +51.9% | -2.7% |
| 6M | -13.0% | -68.4% | +55.4% | -14.9% |
| All | -13.3% | -70.1% | +56.8% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 XE 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