+0.5%
AZN vs EQX
+42.9%
-42.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.1% |
| 7D | 0.0% | -1.4% | +1.4% | +0.1% |
| 30D | +0.7% | +24.4% | -23.6% | -0.5% |
| 3M | -10.5% | +11.6% | -22.1% | -11.2% |
| 6M | -19.3% | -25.0% | +5.7% | -19.3% |
| YTD | -10.6% | -8.4% | -2.2% | -9.3% |
| 1Y | +0.5% | +43.4% | -42.9% | +7.4% |
| All | +0.5% | +42.9% | -42.4% | +7.4% |
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