+157.9%
EQX vs ACI
-45.8%
+203.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -5.0% |
| 7D | -7.0% | -7.1% | +0.1% | -6.5% |
| 30D | +4.8% | -4.5% | +9.3% | +5.2% |
| 3M | +25.6% | -22.3% | +47.9% | +28.2% |
| 6M | -25.8% | -28.4% | +2.6% | -23.9% |
| YTD | -12.7% | -29.5% | +16.8% | -10.2% |
| 1Y | +14.1% | -34.2% | +48.3% | +19.4% |
| All | +157.9% | -45.8% | +203.7% | +194.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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