0.0%
AGG vs EQX
+6.3%
-6.2%
-5.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.5% | +10.8% | -10.3% | +0.3% |
| 30D | +2.4% | -0.9% | +3.3% | +2.4% |
| 3M | -0.8% | +9.5% | -10.3% | -1.0% |
| 6M | -0.8% | -16.8% | +16.0% | -0.7% |
| YTD | -0.6% | -19.3% | +18.7% | -0.5% |
| 1Y | 0.0% | +6.9% | -6.8% | -0.1% |
| All | 0.0% | +6.3% | -6.2% | -0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling