+1,726.2%
BE vs EQT
+32.0%
+1,694.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.6% | +8.3% | +7.4% |
| 7D | +9.0% | -2.0% | +11.0% | +10.0% |
| 30D | +16.3% | 0.0% | +16.3% | +16.1% |
| 3M | +10.8% | +5.9% | +4.9% | +6.6% |
| 6M | +73.2% | -14.8% | +88.0% | +86.2% |
| YTD | +217.4% | +1.8% | +215.6% | +203.4% |
| 1Y | +309.8% | +7.4% | +302.4% | +275.2% |
| 3Y | +1,726.2% | +33.6% | +1,692.5% | +1,399.4% |
| All | +1,726.2% | +32.0% | +1,694.2% | +1,399.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling