+195.6%
EQT vs BBY
-1.5%
+197.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | +0.7% | -1.9% | -1.3% |
| 30D | +1.1% | +5.8% | -4.7% | -0.1% |
| 3M | +4.8% | +18.0% | -13.2% | +1.1% |
| 6M | -10.6% | +39.8% | -50.4% | -17.2% |
| YTD | +3.4% | +35.4% | -32.0% | -4.0% |
| 1Y | +8.7% | +21.4% | -12.7% | +3.2% |
| 3Y | +35.0% | +39.5% | -4.6% | +16.8% |
| All | +195.6% | -1.5% | +197.1% | +145.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling