+195.6%
EQT vs BN
+32.6%
+163.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.1% |
| 7D | -1.2% | -5.9% | +4.7% | +1.2% |
| 30D | +1.1% | -15.1% | +16.2% | +7.6% |
| 3M | +4.8% | -14.6% | +19.4% | +11.1% |
| 6M | -10.6% | -8.4% | -2.2% | -8.8% |
| YTD | +3.4% | -16.8% | +20.2% | +8.9% |
| 1Y | +8.7% | -14.4% | +23.0% | +12.2% |
| 3Y | +35.0% | +70.1% | -35.1% | -4.7% |
| All | +195.6% | +32.6% | +163.0% | +130.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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