+9.2%
EQX vs ADVB
-76.7%
+85.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -4.5% | +17.3% | +12.9% |
| 7D | +7.6% | -29.5% | +37.2% | +8.8% |
| 30D | +0.4% | -66.9% | +67.3% | +3.7% |
| 3M | +18.0% | -73.7% | +91.7% | +21.9% |
| 6M | -18.4% | -64.8% | +46.4% | -21.6% |
| YTD | -19.3% | -64.0% | +44.7% | -23.1% |
| 1Y | +9.2% | -77.0% | +86.2% | +21.0% |
| All | +9.2% | -76.7% | +85.9% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling