+25.4%
TMO vs EQT
-3.4%
+28.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +0.8% |
| 7D | +0.3% | -6.6% | +6.9% | -0.3% |
| 30D | +4.3% | +2.7% | +1.6% | +4.5% |
| 3M | +25.1% | -0.2% | +25.3% | +25.2% |
| 6M | +52.9% | -10.6% | +63.5% | +51.9% |
| YTD | +22.2% | -1.2% | +23.4% | +20.7% |
| 1Y | +25.4% | -4.9% | +30.2% | +24.3% |
| All | +25.4% | -3.4% | +28.8% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling