+3,033.3%
EQT vs BBWI
+914.8%
+2,118.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.9% |
| 7D | -1.2% | -8.0% | +6.8% | +0.3% |
| 30D | +1.1% | -6.6% | +7.7% | +2.0% |
| 3M | +4.8% | -2.7% | +7.5% | +4.4% |
| 6M | -10.6% | -12.8% | +2.2% | -10.2% |
| YTD | +3.4% | -10.5% | +13.9% | +2.7% |
| 1Y | +8.7% | -35.3% | +44.0% | +13.4% |
| 3Y | +35.0% | -47.7% | +82.7% | +40.9% |
| 5Y | +204.2% | -68.9% | +273.1% | +240.1% |
| 10Y | +52.5% | -58.0% | +110.5% | +39.7% |
| All | +3,033.3% | +914.8% | +2,118.5% | +1,572.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling