+181.6%
SE vs EQT
+34.2%
+147.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.1% |
| 7D | -4.8% | -1.2% | -3.6% | -4.5% |
| 30D | -18.1% | +1.1% | -19.2% | -18.3% |
| 3M | +30.6% | +4.8% | +25.8% | +28.6% |
| 6M | +20.8% | -10.6% | +31.4% | +24.1% |
| YTD | -15.6% | +3.4% | -19.0% | -17.5% |
| 1Y | -44.2% | +8.7% | -52.9% | -46.8% |
| All | +181.6% | +34.2% | +147.4% | +158.5% |
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