+135.9%
GOOGL vs EQT
+197.4%
-61.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | -2.8% | -1.2% | -1.7% | -2.7% |
| 30D | -3.2% | +1.1% | -4.3% | -3.4% |
| 3M | -6.6% | +4.8% | -11.4% | -7.4% |
| 6M | +8.5% | -10.6% | +19.0% | +9.9% |
| YTD | +6.5% | +3.4% | +3.0% | +5.4% |
| 1Y | +39.4% | +8.7% | +30.8% | +36.7% |
| 3Y | +146.2% | +35.0% | +111.2% | +129.6% |
| All | +135.9% | +197.4% | -61.5% | +97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling