+91.7%
BKNG vs EQX
+80.7%
+11.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.1% | +5.6% | +0.9% |
| 7D | -10.7% | -7.0% | -3.6% | -10.2% |
| 30D | -18.1% | +4.8% | -22.9% | -18.4% |
| 3M | +8.5% | +25.6% | -17.1% | +6.6% |
| 6M | -0.1% | -25.8% | +25.8% | +1.3% |
| YTD | -18.2% | -12.7% | -5.5% | -18.5% |
| 1Y | -19.9% | +14.1% | -33.9% | -22.2% |
| 3Y | +41.6% | +165.7% | -124.1% | +23.0% |
| All | +91.7% | +80.7% | +11.0% | +67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling