+8.2%
AJG vs EQX
+168.9%
-160.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -1.2% |
| 7D | -8.3% | -3.2% | -5.1% | -8.3% |
| 30D | -5.7% | +7.8% | -13.4% | -5.6% |
| 3M | +9.1% | +21.3% | -12.3% | +9.5% |
| 6M | +15.2% | -22.4% | +37.6% | +15.5% |
| YTD | -6.3% | -11.3% | +5.0% | -6.2% |
| 1Y | -19.1% | +13.5% | -32.6% | -19.3% |
| 3Y | +8.2% | +162.1% | -153.9% | +7.3% |
| All | +8.2% | +168.9% | -160.7% | +7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling