+81.2%
EQX vs ALLY
-2.7%
+83.9%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -5.9% | -5.2% |
| 7D | -7.0% | -3.3% | -3.8% | -6.4% |
| 30D | +4.8% | -4.1% | +8.9% | +5.7% |
| 3M | +25.6% | +1.4% | +24.2% | +25.2% |
| 6M | -25.8% | +14.4% | -40.2% | -27.7% |
| YTD | -12.7% | -4.9% | -7.8% | -12.1% |
| 1Y | +14.1% | +5.5% | +8.5% | +12.3% |
| 3Y | +165.7% | +66.0% | +99.7% | +129.5% |
| 5Y | +81.2% | -2.4% | +83.6% | +60.2% |
| All | +81.2% | -2.7% | +83.9% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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