-8.5%
EQT vs BNY
+38.8%
-47.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.4% | -0.2% | -3.5% |
| 7D | -6.9% | -1.3% | -5.6% | -6.8% |
| 30D | -3.2% | +3.1% | -6.3% | -3.3% |
| 3M | -0.9% | -6.7% | +5.8% | -0.6% |
| 6M | -13.0% | +12.4% | -25.4% | -13.1% |
| YTD | -4.4% | +29.3% | -33.7% | -7.9% |
| 1Y | -8.5% | +38.1% | -46.6% | -17.2% |
| All | -8.5% | +38.8% | -47.3% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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