+46.1%
ASML vs EQX
+7.1%
+39.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +12.8% | -16.4% | -5.9% |
| 7D | -10.0% | +7.6% | -17.6% | -11.4% |
| 30D | -19.4% | +0.4% | -19.9% | -19.6% |
| 3M | -12.5% | +18.0% | -30.5% | -15.8% |
| 6M | +8.2% | -18.4% | +26.6% | +10.0% |
| YTD | +40.7% | -19.3% | +60.0% | +43.4% |
| 1Y | +46.1% | +9.2% | +36.9% | +35.1% |
| All | +46.1% | +7.1% | +39.1% | +35.1% |
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