+195.6%
EQT vs BLK
+29.9%
+165.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | -1.2% | -5.2% | +4.0% | +0.7% |
| 30D | +1.1% | -7.0% | +8.1% | +3.7% |
| 3M | +4.8% | +5.7% | -0.9% | +2.1% |
| 6M | -10.6% | +11.0% | -21.6% | -15.2% |
| YTD | +3.4% | +0.9% | +2.6% | +1.3% |
| 1Y | +8.7% | -1.6% | +10.3% | +7.4% |
| 3Y | +35.0% | +64.5% | -29.5% | +3.3% |
| All | +195.6% | +29.9% | +165.7% | +149.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling