+238.8%
EQX vs AZO
+245.9%
-7.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -3.2% | -3.6% | +0.4% | -2.9% |
| 30D | +7.8% | -5.6% | +13.3% | +8.3% |
| 3M | +21.3% | -6.6% | +28.0% | +21.9% |
| 6M | -22.4% | -22.5% | +0.1% | -20.6% |
| YTD | -11.3% | -15.2% | +3.9% | -9.8% |
| 1Y | +13.5% | -33.9% | +47.4% | +17.8% |
| 3Y | +162.1% | +11.8% | +150.3% | +159.1% |
| 5Y | +84.2% | +85.5% | -1.3% | +79.2% |
| All | +238.8% | +245.9% | -7.1% | +208.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 all: compounded portfolio wealth divided by compounded AZO 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…
all analysis · Full analysis span regression · 6 months rolling