+72.2%
EQX vs AGI
+400.3%
-328.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.9% |
| 7D | -3.2% | -2.7% | -0.5% | -0.3% |
| 30D | +7.8% | +7.2% | +0.5% | +0.4% |
| 3M | +21.3% | +4.3% | +17.1% | +15.0% |
| 6M | -22.4% | -27.1% | +4.7% | +7.3% |
| YTD | -11.3% | -6.6% | -4.7% | -7.0% |
| 1Y | +13.5% | +9.5% | +4.0% | -1.1% |
| 3Y | +162.1% | +208.4% | -46.3% | -33.0% |
| All | +72.2% | +400.3% | -328.1% | -72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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