-48.8%
SE vs EQT
-3.4%
-45.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.2% | +7.6% | +4.1% |
| 7D | +6.7% | -6.6% | +13.2% | +5.9% |
| 30D | -17.2% | +2.7% | -19.9% | -17.1% |
| 3M | -28.0% | -0.2% | -27.9% | -28.0% |
| 6M | -6.1% | -10.6% | +4.5% | -5.7% |
| YTD | -37.1% | -1.2% | -36.0% | -37.0% |
| 1Y | -48.8% | -4.9% | -43.9% | -48.2% |
| All | -48.8% | -3.4% | -45.3% | -48.2% |
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