+1,368.9%
AMAT vs EQX
+243.0%
+1,125.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +4.6% |
| 7D | -1.5% | -1.4% | -0.1% | -1.4% |
| 30D | -14.8% | +24.4% | -39.2% | -17.4% |
| 3M | -9.3% | +11.6% | -20.9% | -11.0% |
| 6M | +27.4% | -25.0% | +52.4% | +30.5% |
| YTD | +77.6% | -8.4% | +85.9% | +76.7% |
| 1Y | +188.9% | +43.4% | +145.5% | +171.5% |
| 3Y | +202.3% | +162.0% | +40.3% | +157.5% |
| 5Y | +248.9% | +70.1% | +178.8% | +192.8% |
| All | +1,368.9% | +243.0% | +1,125.9% | +1,568.5% |
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