+2,982.6%
EQT vs BTI
+6,041.1%
-3,058.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.8% |
| 7D | -2.0% | -0.2% | -1.8% | -2.0% |
| 30D | 0.0% | -1.1% | +1.1% | +0.2% |
| 3M | +5.9% | -8.8% | +14.7% | +7.9% |
| 6M | -14.8% | -4.0% | -10.8% | -14.4% |
| YTD | +1.8% | +0.4% | +1.4% | +1.1% |
| 1Y | +7.4% | +1.9% | +5.4% | +6.1% |
| 3Y | +33.6% | +108.5% | -74.9% | +10.9% |
| 5Y | +199.3% | +118.5% | +80.8% | +147.0% |
| 10Y | +50.0% | +75.1% | -25.1% | +25.8% |
| All | +2,982.6% | +6,041.1% | -3,058.5% | +1,770.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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