+15.3%
EQX vs ACI
+21.8%
-6.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.3% | +1.9% | -0.9% |
| 7D | +3.8% | -2.6% | +6.3% | +4.1% |
| 30D | +9.4% | +1.1% | +8.3% | +9.2% |
| 3M | +16.8% | -23.6% | +40.5% | +20.4% |
| 6M | -23.7% | -29.9% | +6.3% | -20.6% |
| YTD | -9.6% | -26.9% | +17.3% | -6.6% |
| 1Y | +29.1% | -34.2% | +63.4% | +35.4% |
| 3Y | +175.3% | -43.6% | +219.0% | +195.1% |
| 5Y | +77.3% | -42.4% | +119.7% | +86.6% |
| All | +15.3% | +21.8% | -6.5% | +16.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling