-12.3%
BA vs EQT
-11.7%
-0.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.8% |
| 7D | -0.6% | +3.4% | -4.0% | -0.1% |
| 30D | -8.0% | -3.5% | -4.5% | -8.5% |
| 3M | -25.8% | -2.8% | -23.0% | -26.3% |
| 6M | -27.6% | -5.5% | -22.0% | -28.3% |
| YTD | -21.0% | -1.1% | -19.8% | -21.6% |
| 1Y | -12.3% | -12.9% | +0.7% | -14.4% |
| All | -12.3% | -11.7% | -0.5% | -14.4% |
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