+7.4%
EQT vs BND
-0.6%
+8.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.7% |
| 7D | -2.0% | -1.0% | -1.0% | -3.2% |
| 30D | 0.0% | -1.1% | +1.1% | -1.3% |
| 3M | +5.9% | -1.9% | +7.8% | +3.8% |
| 6M | -14.8% | -1.6% | -13.2% | -15.8% |
| YTD | +1.8% | -1.2% | +3.0% | +0.8% |
| 1Y | +7.4% | -0.7% | +8.1% | +9.2% |
| All | +7.4% | -0.6% | +8.0% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 1y: compounded portfolio wealth divided by compounded BND 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…
1y analysis · Full analysis span regression · 6 months rolling