+632.4%
GEV vs EQT
+61.2%
+571.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.6% | +5.2% | +4.2% |
| 7D | +1.6% | -2.0% | +3.6% | +2.4% |
| 30D | -7.9% | 0.0% | -8.0% | -8.0% |
| 3M | +5.6% | +5.9% | -0.3% | +2.4% |
| 6M | +13.1% | -14.8% | +27.8% | +20.4% |
| YTD | +46.7% | +1.8% | +45.0% | +43.0% |
| 1Y | +51.3% | +7.4% | +43.9% | +40.8% |
| All | +632.4% | +61.2% | +571.2% | +485.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling