+201.8%
BAC vs EQX
+226.7%
-24.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.1% | +4.9% | 0.0% |
| 7D | -0.3% | -7.0% | +6.8% | 0.0% |
| 30D | -1.8% | +4.8% | -6.6% | -2.0% |
| 3M | +15.3% | +25.6% | -10.3% | +14.0% |
| 6M | +30.2% | -25.8% | +56.0% | +31.1% |
| YTD | +15.6% | -12.7% | +28.3% | +15.4% |
| 1Y | +27.5% | +14.1% | +13.4% | +25.8% |
| 3Y | +137.0% | +165.7% | -28.7% | +123.9% |
| 5Y | +75.6% | +81.2% | -5.6% | +63.7% |
| All | +201.8% | +226.7% | -24.9% | +229.4% |
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