-4.9%
EQT vs BBWI
+2.4%
-7.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.1% | -7.3% | -3.1% |
| 7D | -6.6% | +8.8% | -15.4% | -6.4% |
| 30D | +2.7% | +34.8% | -32.1% | +3.3% |
| 3M | -0.2% | +12.9% | -13.1% | -0.1% |
| 6M | -10.6% | +29.6% | -40.2% | -10.0% |
| YTD | -1.2% | +20.8% | -21.9% | -0.6% |
| 1Y | -4.9% | +4.1% | -8.9% | -2.7% |
| All | -4.9% | +2.4% | -7.2% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling