-37.1%
DOW vs EQX
+83.7%
-120.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.2% |
| 7D | -1.4% | -3.2% | +1.8% | -1.2% |
| 30D | -3.9% | +7.8% | -11.7% | -4.6% |
| 3M | -12.7% | +21.3% | -34.0% | -14.3% |
| 6M | -13.7% | -22.4% | +8.7% | -12.5% |
| YTD | +28.4% | -11.3% | +39.7% | +27.8% |
| 1Y | +21.8% | +13.5% | +8.2% | +17.7% |
| 3Y | -35.7% | +162.1% | -197.8% | -45.0% |
| All | -37.1% | +83.7% | -120.8% | -47.6% |
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