+195.6%
EQT vs BR
+8.3%
+187.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | -6.0% | +4.8% | +0.9% |
| 30D | +1.1% | -0.9% | +1.9% | +1.2% |
| 3M | +4.8% | +16.4% | -11.6% | -1.4% |
| 6M | -10.6% | -8.2% | -2.4% | -8.0% |
| YTD | +3.4% | -23.2% | +26.7% | +14.4% |
| 1Y | +8.7% | -30.9% | +39.6% | +26.2% |
| 3Y | +35.0% | -5.0% | +39.9% | +31.7% |
| All | +195.6% | +8.3% | +187.2% | +156.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling