+8.9%
GE vs EQT
-3.4%
+12.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.2% | +5.9% | +2.4% |
| 7D | +9.4% | -6.6% | +16.0% | +8.8% |
| 30D | +7.5% | +2.7% | +4.8% | +7.6% |
| 3M | -12.5% | -0.2% | -12.4% | -12.6% |
| 6M | +17.8% | -10.6% | +28.3% | +17.5% |
| YTD | +7.4% | -1.2% | +8.6% | +6.3% |
| 1Y | +8.9% | -4.9% | +13.7% | +6.6% |
| All | +8.9% | -3.4% | +12.3% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling