+162.1%
EQX vs A
+31.5%
+130.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.7% | -1.0% | +0.9% |
| 7D | -3.2% | -2.6% | -0.6% | -2.5% |
| 30D | +7.8% | -0.9% | +8.6% | +8.1% |
| 3M | +21.3% | +13.6% | +7.7% | +17.7% |
| 6M | -22.4% | +27.8% | -50.3% | -27.2% |
| YTD | -11.3% | +8.6% | -19.9% | -13.8% |
| 1Y | +13.5% | +16.9% | -3.4% | +7.7% |
| 3Y | +162.1% | +32.9% | +129.2% | +119.7% |
| All | +162.1% | +31.5% | +130.6% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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