+250.0%
EQX vs ACWI
+192.8%
+57.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | -1.4% | +0.5% | -1.9% | -1.7% |
| 30D | +24.4% | +0.9% | +23.5% | +23.7% |
| 3M | +11.6% | +2.4% | +9.2% | +10.2% |
| 6M | -25.0% | +12.4% | -37.4% | -30.6% |
| YTD | -8.4% | +15.2% | -23.5% | -16.5% |
| 1Y | +43.4% | +22.7% | +20.7% | +25.1% |
| 3Y | +162.0% | +75.8% | +86.2% | +78.4% |
| 5Y | +70.1% | +67.7% | +2.4% | +14.9% |
| All | +250.0% | +192.8% | +57.3% | +228.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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