+68.9%
ABT vs EQX
+232.0%
-163.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.4% |
| 7D | -5.9% | -3.2% | -2.7% | -5.8% |
| 30D | -8.1% | +7.8% | -15.8% | -8.3% |
| 3M | +14.5% | +21.3% | -6.8% | +13.8% |
| 6M | -6.3% | -22.4% | +16.1% | -5.7% |
| YTD | -17.1% | -11.3% | -5.8% | -17.1% |
| 1Y | -21.4% | +13.5% | -34.9% | -22.2% |
| 3Y | +5.9% | +162.1% | -156.2% | +0.4% |
| 5Y | -12.8% | +84.2% | -97.0% | -18.4% |
| All | +68.9% | +232.0% | -163.2% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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