+20.2%
SGOV vs EQT
+192.5%
-172.4%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | 0.0% |
| 7D | 0.0% | -2.0% | +2.0% | 0.0% |
| 30D | +0.3% | 0.0% | +0.3% | +0.3% |
| 3M | +0.9% | +5.9% | -5.0% | +0.9% |
| 6M | +1.8% | -14.8% | +16.6% | +1.8% |
| YTD | +2.5% | +1.8% | +0.8% | +2.5% |
| 1Y | +3.8% | +7.4% | -3.6% | +3.8% |
| 3Y | +14.4% | +33.6% | -19.2% | +14.4% |
| All | +20.2% | +192.5% | -172.4% | +20.2% |
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 2021-09-11 to 2026-09-11: 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling