+319.1%
DELL vs EQX
+42.9%
+276.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.1% |
| 7D | +14.9% | -1.4% | +16.3% | +15.3% |
| 30D | +13.3% | +24.4% | -11.1% | +6.9% |
| 3M | +24.4% | +11.6% | +12.8% | +19.5% |
| 6M | +258.0% | -25.0% | +283.0% | +266.3% |
| YTD | +320.2% | -8.4% | +328.6% | +317.4% |
| 1Y | +319.1% | +43.4% | +275.7% | +308.0% |
| All | +319.1% | +42.9% | +276.1% | +308.0% |
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 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