+39.9%
BKNG vs EQT
+32.0%
+7.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.1% |
| 7D | -9.8% | -2.0% | -7.8% | -9.6% |
| 30D | -17.9% | 0.0% | -17.9% | -17.9% |
| 3M | +6.6% | +5.9% | +0.6% | +5.9% |
| 6M | +1.1% | -14.8% | +15.9% | +2.8% |
| YTD | -18.2% | +1.8% | -20.0% | -19.0% |
| 1Y | -20.2% | +7.4% | -27.5% | -21.9% |
| 3Y | +39.9% | +33.6% | +6.2% | +28.2% |
| All | +39.9% | +32.0% | +7.9% | +28.2% |
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