+18.4%
BX vs EQX
+83.7%
-65.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.8% | +2.3% |
| 7D | -5.6% | -3.2% | -2.4% | -5.2% |
| 30D | -12.2% | +7.8% | -20.0% | -13.1% |
| 3M | +7.4% | +21.3% | -13.9% | +4.5% |
| 6M | +22.2% | -22.4% | +44.6% | +24.6% |
| YTD | -14.0% | -11.3% | -2.7% | -14.4% |
| 1Y | -27.3% | +13.5% | -40.8% | -30.3% |
| 3Y | +24.5% | +162.1% | -137.6% | +1.7% |
| All | +18.4% | +83.7% | -65.2% | -3.3% |
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