+25.9%
BDX vs EQX
+42.9%
-17.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.8% | -1.4% |
| 7D | -2.5% | -1.4% | -1.1% | -2.5% |
| 30D | +8.3% | +24.4% | -16.1% | +7.0% |
| 3M | +24.4% | +11.6% | +12.8% | +23.7% |
| 6M | +9.2% | -25.0% | +34.2% | +10.6% |
| YTD | +22.7% | -8.4% | +31.1% | +23.2% |
| 1Y | +25.9% | +43.4% | -17.5% | +28.6% |
| All | +25.9% | +42.9% | -17.0% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling