+489.5%
F vs EQT
+2,883.8%
-2,394.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | -3.1% | +6.9% | -10.0% | -4.9% |
| 30D | 0.0% | +0.4% | -0.4% | -0.3% |
| 3M | -13.2% | -2.0% | -11.2% | -13.0% |
| 6M | -10.2% | -5.0% | -5.2% | -9.6% |
| YTD | -4.9% | -0.3% | -4.6% | -6.3% |
| 1Y | -6.1% | -11.3% | +5.2% | -4.5% |
| 3Y | +46.0% | +38.3% | +7.6% | +26.9% |
| 5Y | -15.7% | +166.4% | -182.1% | -42.1% |
| 10Y | +64.3% | +62.2% | +2.1% | +9.3% |
| All | +489.5% | +2,883.8% | -2,394.3% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 all: compounded portfolio wealth divided by compounded EQT 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…
all analysis · Full analysis span regression · 6 months rolling