+47.1%
EQT vs BTG
+159.3%
-112.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.7% |
| 7D | -2.0% | -3.8% | +1.8% | -1.6% |
| 30D | 0.0% | +3.6% | -3.6% | -0.5% |
| 3M | +5.9% | +32.0% | -26.1% | +2.3% |
| 6M | -14.8% | +3.4% | -18.1% | -16.0% |
| YTD | +1.8% | +20.8% | -19.0% | -2.2% |
| 1Y | +7.4% | +22.4% | -15.1% | +2.5% |
| 3Y | +33.6% | +91.7% | -58.1% | +18.6% |
| 5Y | +199.3% | +79.0% | +120.3% | +168.0% |
| All | +47.1% | +159.3% | -112.2% | +30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling