+235.7%
BLK vs EQX
+232.0%
+3.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.5% |
| 7D | -3.3% | -3.2% | -0.1% | -3.1% |
| 30D | -6.5% | +7.8% | -14.3% | -7.2% |
| 3M | +6.7% | +21.3% | -14.6% | +4.8% |
| 6M | +14.7% | -22.4% | +37.2% | +16.3% |
| YTD | +2.5% | -11.3% | +13.8% | +2.4% |
| 1Y | -2.8% | +13.5% | -16.3% | -5.0% |
| 3Y | +65.9% | +162.1% | -96.3% | +48.6% |
| 5Y | +33.0% | +84.2% | -51.2% | +16.7% |
| All | +235.7% | +232.0% | +3.7% | +252.7% |
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