+2,982.6%
EQT vs BHP
+7,619.7%
-4,637.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -2.0% | -3.6% | +1.6% | -0.8% |
| 30D | 0.0% | -1.2% | +1.2% | +0.2% |
| 3M | +5.9% | +1.2% | +4.7% | +4.7% |
| 6M | -14.8% | +21.4% | -36.2% | -22.2% |
| YTD | +1.8% | +50.4% | -48.7% | -14.8% |
| 1Y | +7.4% | +67.5% | -60.2% | -13.9% |
| 3Y | +33.6% | +72.8% | -39.2% | +3.8% |
| 5Y | +199.3% | +112.6% | +86.7% | +113.6% |
| 10Y | +50.0% | +481.7% | -431.7% | -28.4% |
| All | +2,982.6% | +7,619.7% | -4,637.1% | +985.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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