+7.8%
EQT vs BR
-29.1%
+36.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | -0.8% |
| 7D | +1.1% | -5.3% | +6.4% | +1.0% |
| 30D | +7.7% | +6.4% | +1.2% | +7.9% |
| 3M | +0.2% | +13.6% | -13.5% | +0.7% |
| 6M | -9.5% | -6.7% | -2.8% | -10.3% |
| YTD | +3.8% | -21.1% | +24.9% | +2.2% |
| 1Y | +7.8% | -29.6% | +37.3% | +1.4% |
| All | +7.8% | -29.1% | +36.8% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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