+118.3%
BTI vs EQX
+83.7%
+34.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.6% |
| 7D | -0.2% | -3.2% | +3.0% | 0.0% |
| 30D | -1.1% | +7.8% | -8.8% | -1.7% |
| 3M | -8.8% | +21.3% | -30.1% | -10.2% |
| 6M | -4.0% | -22.4% | +18.5% | -2.6% |
| YTD | +0.4% | -11.3% | +11.7% | +0.4% |
| 1Y | +1.9% | +13.5% | -11.6% | -0.3% |
| 3Y | +108.5% | +162.1% | -53.6% | +86.4% |
| All | +118.3% | +83.7% | +34.6% | +100.9% |
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