-45.5%
BA vs EQX
+176.1%
-221.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -1.1% | -10.5% | +9.4% | +0.3% |
| 30D | -7.1% | +0.2% | -7.3% | -7.4% |
| 3M | -25.5% | -7.9% | -17.6% | -25.2% |
| 6M | -28.7% | -28.6% | -0.1% | -26.3% |
| YTD | -21.0% | -26.3% | +5.2% | -19.5% |
| 1Y | -11.9% | -20.2% | +8.4% | -11.2% |
| 3Y | -16.2% | +131.1% | -147.2% | -28.6% |
| 5Y | -22.4% | +21.7% | -44.0% | -31.2% |
| All | -45.5% | +176.1% | -221.6% | -43.9% |
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 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