+17.9%
EQH vs BTG
+24.4%
-6.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.7% | -7.1% | +0.7% |
| 7D | +2.8% | -0.2% | +3.0% | +2.7% |
| 30D | +3.9% | -0.8% | +4.7% | +3.8% |
| 3M | +16.3% | +31.8% | -15.5% | +12.4% |
| 6M | +37.1% | +20.4% | +16.7% | +32.7% |
| YTD | +20.2% | +14.7% | +5.5% | +14.0% |
| 1Y | +17.9% | +29.4% | -11.4% | +8.3% |
| All | +17.9% | +24.4% | -6.4% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling