-7.0%
EIX vs EQX
+168.9%
-175.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -3.0% | -1.4% |
| 7D | -1.4% | -3.2% | +1.8% | -1.2% |
| 30D | -19.3% | +7.8% | -27.1% | -19.7% |
| 3M | -21.7% | +21.3% | -43.0% | -22.6% |
| 6M | -19.8% | -22.4% | +2.6% | -19.0% |
| YTD | -3.0% | -11.3% | +8.3% | -3.0% |
| 1Y | +5.1% | +13.5% | -8.4% | +3.3% |
| 3Y | -7.0% | +162.1% | -169.1% | -17.6% |
| All | -7.0% | +168.9% | -175.9% | -17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling