+233.4%
EQX vs A
+127.4%
+106.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.1% | -3.9% | -4.7% |
| 7D | -7.0% | -4.6% | -2.4% | -5.8% |
| 30D | +4.8% | -4.3% | +9.1% | +6.2% |
| 3M | +25.6% | +8.9% | +16.7% | +22.7% |
| 6M | -25.8% | +24.5% | -50.4% | -30.4% |
| YTD | -12.7% | +5.8% | -18.6% | -14.7% |
| 1Y | +14.1% | +16.2% | -2.2% | +8.1% |
| 3Y | +165.7% | +28.5% | +137.3% | +140.4% |
| 5Y | +81.2% | -16.3% | +97.6% | +76.9% |
| All | +233.4% | +127.4% | +106.0% | +353.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling