-32.5%
BA vs EQX
+243.0%
-275.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.1% |
| 7D | +1.2% | -1.4% | +2.5% | +1.3% |
| 30D | -11.6% | +24.4% | -36.0% | -14.4% |
| 3M | -2.4% | +11.6% | -14.0% | -4.3% |
| 6M | -6.6% | -25.0% | +18.4% | -4.1% |
| YTD | -2.2% | -8.4% | +6.1% | -2.7% |
| 1Y | -8.0% | +43.4% | -51.4% | -14.2% |
| 3Y | -5.0% | +162.0% | -167.0% | -20.5% |
| 5Y | -2.7% | +70.1% | -72.9% | -17.2% |
| All | -32.5% | +243.0% | -275.6% | -32.2% |
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