+52.4%
GEV vs EQT
-3.4%
+55.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.2% | -6.1% | -9.3% |
| 7D | -5.1% | -6.6% | +1.4% | -5.2% |
| 30D | -15.8% | +2.7% | -18.6% | -15.7% |
| 3M | -18.2% | -0.2% | -18.0% | -18.2% |
| 6M | -22.4% | -10.6% | -11.8% | -20.6% |
| YTD | +27.7% | -1.2% | +28.9% | +30.4% |
| 1Y | +52.4% | -4.9% | +57.2% | +53.1% |
| All | +52.4% | -3.4% | +55.8% | +53.1% |
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