+3,908.7%
PG vs EQT
+2,995.6%
+913.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.2% |
| 7D | -2.7% | -1.2% | -1.5% | -2.6% |
| 30D | -1.5% | +1.1% | -2.6% | -1.7% |
| 3M | -3.4% | +4.8% | -8.2% | -3.9% |
| 6M | -7.0% | -10.6% | +3.6% | -6.1% |
| YTD | +2.0% | +3.4% | -1.5% | +1.3% |
| 1Y | -6.5% | +8.7% | -15.1% | -7.8% |
| 3Y | +1.2% | +35.0% | -33.8% | -4.0% |
| 5Y | +12.8% | +204.2% | -191.5% | -5.7% |
| 10Y | +117.7% | +52.5% | +65.2% | +82.8% |
| All | +3,908.7% | +2,995.6% | +913.1% | +1,954.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling