+49.5%
EQT vs BR
+190.5%
-141.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | -6.0% | +4.8% | +1.3% |
| 30D | +1.1% | -0.9% | +1.9% | +1.3% |
| 3M | +4.8% | +16.4% | -11.6% | -2.2% |
| 6M | -10.6% | -8.2% | -2.4% | -8.3% |
| YTD | +3.4% | -23.2% | +26.7% | +14.0% |
| 1Y | +8.7% | -30.9% | +39.6% | +25.6% |
| 3Y | +35.0% | -5.0% | +39.9% | +32.6% |
| 5Y | +204.2% | +8.8% | +195.5% | +174.6% |
| All | +49.5% | +190.5% | -141.0% | -8.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling