+98.5%
EQX vs ADVB
-89.4%
+187.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.3% | +7.0% | +1.8% |
| 7D | +1.7% | -13.0% | +14.7% | +2.2% |
| 30D | +11.1% | +7.5% | +3.6% | +10.5% |
| 3M | +23.1% | +129.1% | -106.0% | +13.7% |
| 6M | -21.8% | +71.7% | -93.6% | -28.0% |
| YTD | -8.1% | +45.5% | -53.6% | -14.7% |
| 1Y | +29.7% | -2.7% | +32.4% | +21.0% |
| All | +98.5% | -89.4% | +187.9% | +123.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling