+47.1%
EQT vs BNY
+416.3%
-369.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.7% | -1.6% |
| 7D | -2.0% | -1.3% | -0.7% | -1.3% |
| 30D | 0.0% | -0.2% | +0.2% | 0.0% |
| 3M | +5.9% | +14.9% | -9.0% | -2.6% |
| 6M | -14.8% | +40.0% | -54.8% | -30.3% |
| YTD | +1.8% | +42.0% | -40.2% | -18.2% |
| 1Y | +7.4% | +56.9% | -49.5% | -18.7% |
| 3Y | +33.6% | +289.9% | -256.2% | -41.5% |
| 5Y | +199.3% | +259.2% | -59.9% | +33.9% |
| All | +47.1% | +416.3% | -369.2% | -51.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling