+49.5%
EQT vs BEN
+56.7%
-7.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +2.0% | +1.1% |
| 7D | -1.2% | +0.3% | -1.5% | -1.4% |
| 30D | +1.1% | +0.9% | +0.2% | +0.6% |
| 3M | +4.8% | +9.2% | -4.4% | +0.6% |
| 6M | -10.6% | +36.8% | -47.4% | -22.5% |
| YTD | +3.4% | +44.4% | -41.0% | -13.0% |
| 1Y | +8.7% | +45.8% | -37.2% | -9.3% |
| 3Y | +35.0% | +52.5% | -17.6% | +6.5% |
| 5Y | +204.2% | +37.7% | +166.6% | +142.6% |
| All | +49.5% | +56.7% | -7.1% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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