+160.4%
EQT vs BR
+1,282.8%
-1,122.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | -6.0% | +4.8% | +1.8% |
| 30D | +1.1% | -0.9% | +1.9% | +1.3% |
| 3M | +4.8% | +16.4% | -11.6% | -3.7% |
| 6M | -10.6% | -8.2% | -2.4% | -8.2% |
| YTD | +3.4% | -23.2% | +26.7% | +15.2% |
| 1Y | +8.7% | -30.9% | +39.6% | +27.6% |
| 3Y | +35.0% | -5.0% | +39.9% | +32.1% |
| 5Y | +204.2% | +8.8% | +195.5% | +172.2% |
| 10Y | +52.5% | +190.1% | -137.6% | -25.1% |
| All | +160.4% | +1,282.8% | -1,122.4% | -54.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling