+78.8%
EQT vs BTG
+371.8%
-293.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +0.9% |
| 7D | -1.2% | -5.5% | +4.3% | -0.7% |
| 30D | +1.1% | +6.1% | -5.0% | +0.4% |
| 3M | +4.8% | +38.6% | -33.9% | +1.3% |
| 6M | -10.6% | +0.7% | -11.3% | -11.5% |
| YTD | +3.4% | +20.3% | -16.9% | +0.3% |
| 1Y | +8.7% | +25.0% | -16.4% | +4.6% |
| 3Y | +35.0% | +97.3% | -62.3% | +23.0% |
| 5Y | +204.2% | +78.3% | +125.9% | +179.2% |
| 10Y | +52.5% | +151.6% | -99.1% | +30.7% |
| All | +78.8% | +371.8% | -293.0% | +8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling