+1,453.4%
BA vs EQT
+2,858.4%
-1,405.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | -0.6% | +3.4% | -4.0% | -1.4% |
| 30D | -8.0% | -3.5% | -4.5% | -7.5% |
| 3M | -25.8% | -2.8% | -23.0% | -25.5% |
| 6M | -27.6% | -5.5% | -22.0% | -27.2% |
| YTD | -21.0% | -1.1% | -19.8% | -21.9% |
| 1Y | -12.3% | -12.9% | +0.7% | -10.8% |
| 3Y | -12.8% | +39.5% | -52.3% | -22.8% |
| 5Y | -22.4% | +164.1% | -186.4% | -44.2% |
| 10Y | +24.6% | +60.8% | -36.2% | -12.3% |
| All | +1,453.4% | +2,858.4% | -1,405.0% | +423.7% |
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