+189.2%
EQT vs BURL
-13.9%
+203.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +0.5% |
| 7D | -0.8% | -2.6% | +1.7% | -0.5% |
| 30D | +6.6% | -30.8% | +37.4% | +12.4% |
| 3M | +4.4% | -18.7% | +23.0% | +7.2% |
| 6M | -10.5% | -16.4% | +5.9% | -8.9% |
| YTD | +3.7% | -11.6% | +15.3% | +4.4% |
| 1Y | +9.9% | -12.0% | +21.9% | +10.3% |
| 3Y | +35.4% | +63.6% | -28.3% | +17.8% |
| 5Y | +189.2% | -12.6% | +201.8% | +158.9% |
| All | +189.2% | -13.9% | +203.1% | +158.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BURL 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling