-19.1%
AJG vs EQX
+17.2%
-36.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -1.1% |
| 7D | -8.3% | -3.2% | -5.1% | -8.4% |
| 30D | -5.7% | +7.8% | -13.4% | -5.2% |
| 3M | +9.1% | +21.3% | -12.3% | +11.0% |
| 6M | +15.2% | -22.4% | +37.6% | +14.6% |
| YTD | -6.3% | -11.3% | +5.0% | -5.9% |
| 1Y | -19.1% | +13.5% | -32.6% | -17.1% |
| All | -19.1% | +17.2% | -36.4% | -17.1% |
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