+20.4%
BTDR vs EQX
+83.7%
-63.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.4% |
| 7D | -3.4% | -3.2% | -0.2% | -2.8% |
| 30D | +32.6% | +7.8% | +24.8% | +31.3% |
| 3M | -32.2% | +21.3% | -53.6% | -34.2% |
| 6M | +52.4% | -22.4% | +74.8% | +56.3% |
| YTD | +6.7% | -11.3% | +18.0% | +7.6% |
| 1Y | -15.2% | +13.5% | -28.7% | -16.5% |
| 3Y | +14.9% | +162.1% | -147.2% | +6.5% |
| All | +20.4% | +83.7% | -63.2% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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