+3,014.5%
EQT vs BEN
+4,825.3%
-1,810.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.4% |
| 7D | -2.0% | +3.4% | -5.4% | -3.0% |
| 30D | +1.0% | +1.8% | -0.8% | +0.4% |
| 3M | +4.0% | +8.4% | -4.4% | +1.1% |
| 6M | -11.7% | +35.6% | -47.3% | -20.5% |
| YTD | +2.8% | +46.4% | -43.5% | -10.0% |
| 1Y | +10.0% | +46.3% | -36.3% | -3.9% |
| 3Y | +34.1% | +54.6% | -20.5% | +12.5% |
| 5Y | +195.3% | +39.4% | +155.9% | +151.1% |
| 10Y | +51.6% | +57.6% | -6.0% | +19.6% |
| All | +3,014.5% | +4,825.3% | -1,810.8% | +1,446.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling