+14,784.7%
TER vs EQT
+3,004.6%
+11,780.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.2% |
| 7D | +11.0% | -0.8% | +11.8% | +11.2% |
| 30D | -1.9% | +6.6% | -8.5% | -3.9% |
| 3M | -0.7% | +4.4% | -5.0% | -2.5% |
| 6M | +36.4% | -10.5% | +46.9% | +39.6% |
| YTD | +92.4% | +3.7% | +88.7% | +88.3% |
| 1Y | +213.5% | +9.9% | +203.7% | +201.1% |
| 3Y | +277.2% | +35.4% | +241.9% | +232.4% |
| 5Y | +219.1% | +189.2% | +29.9% | +108.3% |
| 10Y | +1,744.2% | +50.7% | +1,693.6% | +1,131.4% |
| All | +14,784.7% | +3,004.6% | +11,780.1% | +3,913.9% |
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