-22.4%
EQX vs BHP
+21.5%
-43.9%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.9% |
| 7D | -3.2% | -3.6% | +0.4% | +0.9% |
| 30D | +7.8% | -1.2% | +8.9% | +9.4% |
| 3M | +21.3% | +1.2% | +20.1% | +20.4% |
| 6M | -22.4% | +21.4% | -43.8% | -41.3% |
| All | -22.4% | +21.5% | -43.9% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 6mo: compounded portfolio wealth divided by compounded BHP 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…
6mo analysis · Full analysis span regression · 6 months rolling