-2.9%
BA vs EQX
+164.6%
-167.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.1% | +4.3% | -0.1% |
| 7D | -2.7% | -7.0% | +4.3% | -1.8% |
| 30D | -12.2% | +4.8% | -17.0% | -12.9% |
| 3M | -2.0% | +25.6% | -27.6% | -5.3% |
| 6M | -6.0% | -25.8% | +19.9% | -4.0% |
| YTD | -5.7% | -12.7% | +7.1% | -5.7% |
| 1Y | -10.0% | +14.1% | -24.1% | -13.0% |
| All | -2.9% | +164.6% | -167.5% | -14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling