+137.1%
EQT vs BIL
+30.4%
+106.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -2.0% | +0.1% | -2.1% | -1.6% |
| 30D | +1.0% | +0.3% | +0.7% | +3.0% |
| 3M | +4.0% | +0.9% | +3.1% | +10.7% |
| 6M | -11.7% | +1.8% | -13.5% | +0.1% |
| YTD | +2.8% | +2.5% | +0.4% | +21.8% |
| 1Y | +10.0% | +3.7% | +6.3% | +41.7% |
| 3Y | +34.1% | +14.1% | +20.1% | +241.8% |
| 5Y | +195.3% | +19.4% | +175.8% | +962.3% |
| 10Y | +51.6% | +25.2% | +26.3% | +686.8% |
| All | +137.1% | +30.4% | +106.8% | +1,242.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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