-1.5%
BA vs EQT
+197.3%
-198.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +2.5% | -0.8% | +3.3% | +2.6% |
| 30D | -10.1% | +6.6% | -16.7% | -11.1% |
| 3M | -2.4% | +4.4% | -6.8% | -3.3% |
| 6M | -8.8% | -10.5% | +1.7% | -7.5% |
| YTD | -2.9% | +3.7% | -6.7% | -4.4% |
| 1Y | -8.8% | +9.9% | -18.6% | -11.4% |
| 3Y | -0.3% | +35.4% | -35.6% | -8.4% |
| All | -1.5% | +197.3% | -198.8% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling