+47.1%
EQT vs BLK
+283.5%
-236.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -2.3% |
| 7D | -2.0% | -3.3% | +1.3% | -0.7% |
| 30D | 0.0% | -6.5% | +6.5% | +2.7% |
| 3M | +5.9% | +6.7% | -0.8% | +2.4% |
| 6M | -14.8% | +14.7% | -29.5% | -20.8% |
| YTD | +1.8% | +2.5% | -0.8% | -1.4% |
| 1Y | +7.4% | -2.8% | +10.1% | +6.4% |
| 3Y | +33.6% | +65.9% | -32.2% | +1.7% |
| 5Y | +199.3% | +33.0% | +166.3% | +146.3% |
| All | +47.1% | +283.5% | -236.4% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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