+72.2%
EQX vs ARWR
+29.9%
+42.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -3.2% | -4.0% | +0.8% | -2.6% |
| 30D | +7.8% | -5.0% | +12.8% | +8.6% |
| 3M | +21.3% | +11.3% | +10.0% | +19.1% |
| 6M | -22.4% | +42.6% | -65.0% | -26.3% |
| YTD | -11.3% | +24.8% | -36.1% | -14.6% |
| 1Y | +13.5% | +178.8% | -165.3% | -2.4% |
| 3Y | +162.1% | +183.3% | -21.2% | +112.5% |
| All | +72.2% | +29.9% | +42.3% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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