+7.0%
NET vs EQT
-8.3%
+15.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.6% | -4.7% | -7.9% |
| 7D | -21.2% | -7.2% | -14.0% | -20.7% |
| 30D | -31.1% | -3.5% | -27.6% | -30.8% |
| 3M | -16.5% | -1.2% | -15.3% | -16.6% |
| 6M | 0.0% | -13.3% | +13.3% | +1.2% |
| YTD | +24.0% | -4.7% | +28.8% | +27.0% |
| 1Y | +7.0% | -8.8% | +15.8% | +8.8% |
| All | +7.0% | -8.3% | +15.3% | +8.8% |
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