+72.2%
EQX vs A
-14.3%
+86.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.7% | -1.0% | +0.7% |
| 7D | -3.2% | -2.6% | -0.6% | -2.3% |
| 30D | +7.8% | -0.9% | +8.6% | +8.2% |
| 3M | +21.3% | +13.6% | +7.7% | +16.2% |
| 6M | -22.4% | +27.8% | -50.3% | -29.0% |
| YTD | -11.3% | +8.6% | -19.9% | -14.5% |
| 1Y | +13.5% | +16.9% | -3.4% | +5.9% |
| 3Y | +162.1% | +32.9% | +129.2% | +123.7% |
| All | +72.2% | -14.3% | +86.5% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling