+740.1%
TEAM vs EQT
+100.3%
+639.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.9% | -6.9% |
| 7D | -5.7% | -0.8% | -4.8% | -5.6% |
| 30D | +18.3% | +6.6% | +11.7% | +17.8% |
| 3M | +80.2% | +4.4% | +75.9% | +79.5% |
| 6M | +111.0% | -10.5% | +121.5% | +112.2% |
| YTD | +8.8% | +3.7% | +5.1% | +8.1% |
| 1Y | +2.2% | +9.9% | -7.7% | +0.9% |
| 3Y | -14.6% | +35.4% | -50.0% | -17.3% |
| 5Y | -53.8% | +189.2% | -243.0% | -56.6% |
| 10Y | +475.2% | +50.7% | +424.5% | +488.8% |
| All | +740.1% | +100.3% | +639.8% | +728.6% |
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