+49.5%
EQT vs BP
+137.6%
-88.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.2% |
| 7D | -1.2% | +5.7% | -6.9% | -3.8% |
| 30D | +1.1% | +8.1% | -7.0% | -2.8% |
| 3M | +4.8% | +8.6% | -3.8% | +0.2% |
| 6M | -10.6% | +18.1% | -28.7% | -18.3% |
| YTD | +3.4% | +37.6% | -34.2% | -12.8% |
| 1Y | +8.7% | +39.4% | -30.7% | -9.2% |
| 3Y | +35.0% | +40.1% | -5.1% | +10.4% |
| 5Y | +204.2% | +141.3% | +62.9% | +93.6% |
| All | +49.5% | +137.6% | -88.1% | -11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling