+195.6%
EQT vs BND
-2.6%
+198.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.5% |
| 7D | -1.2% | -0.9% | -0.3% | -1.3% |
| 30D | +1.1% | -1.0% | +2.0% | +0.9% |
| 3M | +4.8% | -1.2% | +6.0% | +4.6% |
| 6M | -10.6% | -2.0% | -8.6% | -10.8% |
| YTD | +3.4% | -1.2% | +4.6% | +3.3% |
| 1Y | +8.7% | -0.5% | +9.1% | +8.6% |
| 3Y | +35.0% | +12.4% | +22.5% | +34.9% |
| All | +195.6% | -2.6% | +198.1% | +172.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling