-4.9%
EQT vs BP
+35.3%
-40.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.2% | +1.0% | -1.7% |
| 7D | -6.6% | -8.4% | +1.8% | -3.7% |
| 30D | +2.7% | +2.2% | +0.5% | +1.7% |
| 3M | -0.2% | +8.8% | -9.0% | -3.4% |
| 6M | -10.6% | -0.5% | -10.1% | -10.7% |
| YTD | -1.2% | +36.2% | -37.4% | -12.2% |
| 1Y | -4.9% | +36.6% | -41.4% | -18.2% |
| All | -4.9% | +35.3% | -40.1% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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