+81.2%
EQX vs AR
+141.3%
-60.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.1% | -5.2% | -5.1% |
| 7D | -7.0% | -1.3% | -5.7% | -6.8% |
| 30D | +4.8% | +3.5% | +1.3% | +4.2% |
| 3M | +25.6% | +9.9% | +15.7% | +23.3% |
| 6M | -25.8% | +4.5% | -30.4% | -27.3% |
| YTD | -12.7% | +13.7% | -26.4% | -16.2% |
| 1Y | +14.1% | +19.2% | -5.2% | +7.9% |
| 3Y | +165.7% | +46.2% | +119.6% | +131.5% |
| 5Y | +81.2% | +145.9% | -64.7% | +55.2% |
| All | +81.2% | +141.3% | -60.1% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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