+174.1%
EQX vs AS
+114.1%
+60.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -0.8% |
| 7D | +3.8% | -2.6% | +6.4% | +4.3% |
| 30D | +9.4% | -22.1% | +31.5% | +14.8% |
| 3M | +16.8% | -15.3% | +32.2% | +20.4% |
| 6M | -23.7% | -15.6% | -8.1% | -21.3% |
| YTD | -9.6% | -23.2% | +13.6% | -5.6% |
| 1Y | +29.1% | -21.7% | +50.8% | +34.2% |
| All | +174.1% | +114.1% | +60.0% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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