-6.4%
T vs EQT
-3.4%
-3.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.2% | +2.7% |
| 7D | +5.5% | -6.6% | +12.0% | +6.9% |
| 30D | -8.9% | +2.7% | -11.7% | -9.6% |
| 3M | -5.6% | -0.2% | -5.4% | -5.7% |
| 6M | -14.3% | -10.6% | -3.7% | -12.9% |
| YTD | -7.9% | -1.2% | -6.8% | -7.5% |
| 1Y | -6.4% | -4.9% | -1.6% | -5.2% |
| All | -6.4% | -3.4% | -3.0% | -5.2% |
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