+245.8%
AMAT vs EQX
+73.3%
+172.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.1% | +1.9% | -2.4% |
| 7D | +4.2% | -7.0% | +11.2% | +5.3% |
| 30D | -13.5% | +4.8% | -18.4% | -14.4% |
| 3M | -8.6% | +25.6% | -34.2% | -12.2% |
| 6M | +31.6% | -25.8% | +57.4% | +35.4% |
| YTD | +77.3% | -12.7% | +90.0% | +77.4% |
| 1Y | +179.4% | +14.1% | +165.3% | +168.0% |
| 3Y | +215.0% | +165.7% | +49.3% | +158.9% |
| 5Y | +245.8% | +81.2% | +164.6% | +174.9% |
| All | +245.8% | +73.3% | +172.5% | +174.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling