+65.9%
BLK vs EQX
+168.9%
-103.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.5% |
| 7D | -3.3% | -3.2% | -0.1% | -3.0% |
| 30D | -6.5% | +7.8% | -14.3% | -7.2% |
| 3M | +6.7% | +21.3% | -14.6% | +4.7% |
| 6M | +14.7% | -22.4% | +37.2% | +16.1% |
| YTD | +2.5% | -11.3% | +13.8% | +2.4% |
| 1Y | -2.8% | +13.5% | -16.3% | -4.9% |
| 3Y | +65.9% | +162.1% | -96.3% | +50.1% |
| All | +65.9% | +168.9% | -103.1% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling