+238.8%
EQX vs BEN
+63.3%
+175.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | -3.2% | -3.1% | -0.1% | -2.6% |
| 30D | +7.8% | +0.2% | +7.6% | +7.8% |
| 3M | +21.3% | +6.8% | +14.5% | +19.9% |
| 6M | -22.4% | +38.1% | -60.5% | -26.6% |
| YTD | -11.3% | +44.3% | -55.7% | -16.9% |
| 1Y | +13.5% | +42.6% | -29.1% | +6.4% |
| 3Y | +162.1% | +52.3% | +109.8% | +139.2% |
| 5Y | +84.2% | +37.6% | +46.6% | +66.5% |
| All | +238.8% | +63.3% | +175.5% | +196.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling