+494.0%
TEAM vs EQT
+52.9%
+441.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +1.0% |
| 7D | -7.8% | -1.2% | -6.6% | -7.7% |
| 30D | +16.5% | +1.1% | +15.5% | +16.5% |
| 3M | +96.2% | +4.8% | +91.4% | +95.3% |
| 6M | +130.2% | -10.6% | +140.8% | +131.4% |
| YTD | +10.7% | +3.4% | +7.3% | +10.1% |
| 1Y | +3.0% | +8.7% | -5.7% | +1.9% |
| 3Y | -13.1% | +35.0% | -48.0% | -15.7% |
| 5Y | -52.7% | +204.2% | -257.0% | -55.3% |
| All | +494.0% | +52.9% | +441.2% | +520.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling