+238.8%
EQX vs AGI
+969.4%
-730.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.1% |
| 7D | -3.2% | -2.7% | -0.5% | -1.0% |
| 30D | +7.8% | +7.2% | +0.5% | +2.5% |
| 3M | +21.3% | +4.3% | +17.1% | +17.4% |
| 6M | -22.4% | -27.1% | +4.7% | -0.4% |
| YTD | -11.3% | -6.6% | -4.7% | -5.3% |
| 1Y | +13.5% | +9.5% | +4.0% | +7.6% |
| 3Y | +162.1% | +208.4% | -46.3% | +19.8% |
| 5Y | +84.2% | +401.6% | -317.4% | -33.4% |
| All | +238.8% | +969.4% | -730.6% | -17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling