+32.6%
NET vs EQT
+171.2%
-138.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.2% | +0.6% | -1.6% |
| 7D | -16.4% | -6.6% | -9.8% | -14.7% |
| 30D | -25.8% | +2.7% | -28.6% | -26.6% |
| 3M | -11.5% | -0.2% | -11.4% | -11.8% |
| 6M | +18.9% | -10.6% | +29.5% | +22.2% |
| YTD | +35.2% | -1.2% | +36.4% | +33.9% |
| 1Y | +14.5% | -4.9% | +19.3% | +14.4% |
| 3Y | +313.8% | +22.9% | +290.9% | +275.3% |
| 5Y | +32.6% | +177.8% | -145.2% | -13.6% |
| All | +32.6% | +171.2% | -138.7% | -13.6% |
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