+112.5%
NET vs EQT
+187.3%
-74.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.8% |
| 3M | +3.8% | +0.2% | +3.6% | +3.5% |
| 6M | +50.0% | -9.5% | +59.5% | +53.5% |
| YTD | +41.5% | +3.8% | +37.6% | +38.8% |
| 1Y | +32.8% | +7.8% | +25.1% | +28.3% |
| 3Y | +335.9% | +30.1% | +305.7% | +295.3% |
| All | +112.5% | +187.3% | -74.9% | +72.3% |
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