-9.3%
T vs EQT
+9.6%
-18.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | -2.4% | -1.2% | -1.3% | -2.3% |
| 30D | +4.3% | +1.1% | +3.2% | +4.1% |
| 3M | +11.6% | +4.8% | +6.8% | +10.6% |
| 6M | -5.6% | -10.6% | +5.0% | -5.0% |
| YTD | +6.6% | +3.4% | +3.1% | +6.8% |
| All | -9.3% | +9.6% | -18.8% | -6.2% |
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