+49.5%
EQT vs BB
-0.1%
+49.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +0.9% |
| 7D | -1.2% | -2.1% | +0.9% | -0.9% |
| 30D | +1.1% | -16.0% | +17.1% | +3.0% |
| 3M | +4.8% | -14.5% | +19.3% | +5.7% |
| 6M | -10.6% | +118.6% | -129.1% | -20.6% |
| YTD | +3.4% | +98.9% | -95.5% | -7.2% |
| 1Y | +8.7% | +99.5% | -90.8% | -3.0% |
| 3Y | +35.0% | +65.4% | -30.4% | +18.7% |
| 5Y | +204.2% | -27.6% | +231.9% | +188.8% |
| All | +49.5% | -0.1% | +49.7% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling