+1,866.0%
T vs EQT
+3,004.6%
-1,138.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -1.5% | -0.8% | -0.7% | -1.4% |
| 30D | +7.6% | +6.6% | +1.0% | +6.5% |
| 3M | +15.3% | +4.4% | +10.9% | +14.4% |
| 6M | -8.5% | -10.5% | +2.0% | -7.0% |
| YTD | +6.8% | +3.7% | +3.0% | +5.8% |
| 1Y | -7.2% | +9.9% | -17.1% | -9.3% |
| 3Y | +108.2% | +35.4% | +72.9% | +92.0% |
| 5Y | +66.1% | +189.2% | -123.1% | +27.8% |
| 10Y | +65.3% | +50.7% | +14.6% | +28.8% |
| All | +1,866.0% | +3,004.6% | -1,138.6% | +656.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling