+934.0%
BE vs EQT
+99.3%
+834.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.2% |
| 7D | +9.7% | -1.2% | +10.9% | +10.1% |
| 30D | +22.4% | +1.1% | +21.3% | +21.9% |
| 3M | +10.4% | +4.8% | +5.6% | +8.2% |
| 6M | +67.9% | -10.6% | +78.4% | +72.2% |
| YTD | +197.5% | +3.4% | +194.1% | +189.8% |
| 1Y | +310.6% | +8.7% | +301.9% | +292.8% |
| 3Y | +1,657.2% | +35.0% | +1,622.3% | +1,486.6% |
| 5Y | +1,218.2% | +204.2% | +1,013.9% | +841.9% |
| All | +934.0% | +99.3% | +834.6% | +766.0% |
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