+184.5%
EQT vs BTDR
+15.3%
+169.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.5% | +7.1% | +0.8% |
| 7D | -1.2% | -3.2% | +2.0% | -1.1% |
| 30D | +1.1% | +32.7% | -31.6% | +0.2% |
| 3M | +4.8% | -28.4% | +33.2% | +5.4% |
| 6M | -10.6% | +51.7% | -62.3% | -12.7% |
| YTD | +3.4% | +2.9% | +0.6% | +1.9% |
| 1Y | +8.7% | -15.5% | +24.1% | +7.3% |
| 3Y | +35.0% | 0.0% | +35.0% | +31.2% |
| 5Y | +204.2% | +16.5% | +187.8% | +176.6% |
| All | +184.5% | +15.3% | +169.2% | +161.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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