+1,145.9%
DELL vs EQX
+83.7%
+1,062.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.6% | +10.3% | +11.7% |
| 7D | +8.2% | -3.2% | +11.4% | +8.8% |
| 30D | +17.1% | +7.8% | +9.3% | +15.8% |
| 3M | +45.2% | +21.3% | +23.8% | +40.7% |
| 6M | +286.8% | -22.4% | +309.2% | +294.7% |
| YTD | +354.8% | -11.3% | +366.1% | +355.7% |
| 1Y | +358.3% | +13.5% | +344.8% | +345.2% |
| 3Y | +724.9% | +162.1% | +562.8% | +605.2% |
| All | +1,145.9% | +83.7% | +1,062.3% | +927.3% |
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