+1,802.9%
TER vs EQT
+52.9%
+1,750.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.6% |
| 7D | +9.4% | -1.2% | +10.5% | +9.6% |
| 30D | -2.4% | +1.1% | -3.5% | -2.7% |
| 3M | +6.5% | +4.8% | +1.7% | +5.4% |
| 6M | +23.2% | -10.6% | +33.8% | +24.9% |
| YTD | +91.5% | +3.4% | +88.0% | +89.4% |
| 1Y | +214.8% | +8.7% | +206.1% | +208.5% |
| 3Y | +275.3% | +35.0% | +240.4% | +251.6% |
| 5Y | +211.9% | +204.2% | +7.7% | +155.8% |
| All | +1,802.9% | +52.9% | +1,750.1% | +1,399.6% |
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 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