+3,033.3%
EQT vs BDX
+5,136.8%
-2,103.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +1.1% |
| 7D | -1.2% | -5.4% | +4.2% | +0.1% |
| 30D | +1.1% | -2.2% | +3.3% | +1.6% |
| 3M | +4.8% | +20.1% | -15.3% | -0.1% |
| 6M | -10.6% | +9.1% | -19.6% | -12.9% |
| YTD | +3.4% | +17.9% | -14.4% | -1.3% |
| 1Y | +8.7% | +22.1% | -13.4% | +2.7% |
| 3Y | +35.0% | -10.5% | +45.5% | +35.8% |
| 5Y | +204.2% | -2.6% | +206.8% | +198.7% |
| 10Y | +52.5% | +57.5% | -5.0% | +33.4% |
| All | +3,033.3% | +5,136.8% | -2,103.4% | +1,626.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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