+261.3%
GE vs EQT
+34.2%
+227.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -2.8% | -1.2% | -1.6% | -2.6% |
| 30D | -11.9% | +1.1% | -13.0% | -12.1% |
| 3M | +1.8% | +4.8% | -3.0% | +0.9% |
| 6M | -0.6% | -10.6% | +10.0% | +1.1% |
| YTD | +5.5% | +3.4% | +2.1% | +4.1% |
| 1Y | +15.0% | +8.7% | +6.3% | +11.8% |
| All | +261.3% | +34.2% | +227.1% | +236.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling