+155.0%
AZN vs EQX
+232.0%
-77.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.5% |
| 6M | -17.1% | -22.4% | +5.3% | -16.2% |
| YTD | -12.0% | -11.3% | -0.7% | -12.0% |
| 1Y | -0.2% | +13.5% | -13.7% | -2.3% |
| 3Y | +26.8% | +162.1% | -135.4% | +14.6% |
| 5Y | +56.9% | +84.2% | -27.3% | +41.2% |
| All | +155.0% | +232.0% | -77.0% | +126.2% |
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