+327.1%
NET vs EQT
+31.0%
+296.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.8% |
| 7D | -7.0% | +1.1% | -8.1% | -7.3% |
| 30D | -4.8% | +7.7% | -12.5% | -6.7% |
| 3M | +3.8% | +0.2% | +3.6% | +3.6% |
| 6M | +50.0% | -9.5% | +59.5% | +53.6% |
| YTD | +41.5% | +3.8% | +37.6% | +39.0% |
| 1Y | +32.8% | +7.8% | +25.1% | +28.4% |
| All | +327.1% | +31.0% | +296.1% | +323.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling