+1,821.9%
BA vs EQT
+3,007.4%
-1,185.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | +1.2% | +1.1% | +0.1% | +0.9% |
| 30D | -11.6% | +7.7% | -19.3% | -13.2% |
| 3M | -2.4% | +0.2% | -2.6% | -2.8% |
| 6M | -6.6% | -9.5% | +2.9% | -5.1% |
| YTD | -2.2% | +3.8% | -6.1% | -4.2% |
| 1Y | -8.0% | +7.8% | -15.8% | -11.1% |
| 3Y | -5.0% | +30.1% | -35.1% | -14.4% |
| 5Y | -2.7% | +188.6% | -191.3% | -31.9% |
| 10Y | +75.9% | +54.6% | +21.3% | +25.9% |
| All | +1,821.9% | +3,007.4% | -1,185.5% | +542.3% |
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 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