-8.0%
BA vs EQX
+42.9%
-50.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.2% |
| 7D | +1.2% | -1.4% | +2.5% | +1.3% |
| 30D | -11.6% | +24.4% | -36.0% | -14.8% |
| 3M | -2.4% | +11.6% | -14.0% | -4.9% |
| 6M | -6.6% | -25.0% | +18.4% | -7.0% |
| YTD | -2.2% | -8.4% | +6.1% | -2.6% |
| 1Y | -8.0% | +43.4% | -51.4% | -7.9% |
| All | -8.0% | +42.9% | -50.9% | -7.9% |
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