+10.8%
ADBE vs EQX
+226.7%
-215.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.1% | +2.7% | -2.1% |
| 7D | -12.9% | -7.0% | -5.9% | -12.5% |
| 30D | -5.6% | +4.8% | -10.5% | -6.0% |
| 3M | +6.6% | +25.6% | -19.0% | +4.9% |
| 6M | -9.6% | -25.8% | +16.3% | -8.2% |
| YTD | -28.9% | -12.7% | -16.2% | -29.0% |
| 1Y | -28.9% | +14.1% | -43.0% | -30.6% |
| 3Y | -55.6% | +165.7% | -221.3% | -60.3% |
| 5Y | -62.2% | +81.2% | -143.5% | -66.8% |
| All | +10.8% | +226.7% | -215.9% | +18.3% |
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