+57.7%
AZN vs EQX
+83.7%
-25.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.2% |
| 7D | -1.6% | -3.2% | +1.6% | -1.3% |
| 30D | +1.1% | +7.8% | -6.7% | +0.4% |
| 3M | -12.1% | +21.3% | -33.5% | -13.7% |
| 6M | -17.1% | -22.4% | +5.3% | -16.1% |
| YTD | -12.0% | -11.3% | -0.7% | -12.0% |
| 1Y | -0.2% | +13.5% | -13.7% | -2.5% |
| 3Y | +26.8% | +162.1% | -135.4% | +12.9% |
| All | +57.7% | +83.7% | -25.9% | +43.6% |
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