+72.2%
EQX vs AME
+89.9%
-17.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.3% | -1.6% | +0.3% |
| 7D | -3.2% | +1.7% | -4.9% | -3.9% |
| 30D | +7.8% | -6.4% | +14.2% | +10.6% |
| 3M | +21.3% | +7.1% | +14.3% | +17.8% |
| 6M | -22.4% | +8.2% | -30.6% | -24.8% |
| YTD | -11.3% | +18.2% | -29.5% | -16.2% |
| 1Y | +13.5% | +26.7% | -13.2% | +4.6% |
| 3Y | +162.1% | +60.7% | +101.4% | +111.5% |
| All | +72.2% | +89.9% | -17.6% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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