-57.8%
BAX vs EQX
+226.7%
-284.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.2% | -0.6% |
| 7D | -5.4% | -7.0% | +1.6% | -5.1% |
| 30D | -12.4% | +4.8% | -17.2% | -12.7% |
| 3M | +19.1% | +25.6% | -6.5% | +17.4% |
| 6M | +38.6% | -25.8% | +64.5% | +40.1% |
| YTD | +26.7% | -12.7% | +39.5% | +26.9% |
| 1Y | +1.0% | +14.1% | -13.0% | -0.2% |
| 3Y | -33.9% | +165.7% | -199.6% | -38.0% |
| 5Y | -67.0% | +81.2% | -148.3% | -69.5% |
| All | -57.8% | +226.7% | -284.5% | -56.5% |
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