+1,258.4%
NET vs EQT
+342.8%
+915.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.6% | -4.7% | -7.7% |
| 7D | -21.2% | -7.2% | -14.0% | -20.2% |
| 30D | -31.1% | -3.5% | -27.6% | -30.7% |
| 3M | -16.5% | -1.2% | -15.3% | -16.5% |
| 6M | 0.0% | -13.3% | +13.3% | +2.2% |
| YTD | +24.0% | -4.7% | +28.8% | +24.3% |
| 1Y | +7.0% | -8.8% | +15.8% | +8.0% |
| 3Y | +279.6% | +18.4% | +261.1% | +263.4% |
| 5Y | +24.0% | +165.0% | -141.0% | +8.3% |
| All | +1,258.4% | +342.8% | +915.6% | +1,105.1% |
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 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