+233.4%
EQX vs BHP
+250.4%
-17.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.3% | +0.3% | -1.8% |
| 7D | -7.0% | -3.7% | -3.3% | -4.8% |
| 30D | +4.8% | -0.8% | +5.7% | +5.7% |
| 3M | +25.6% | +7.6% | +18.0% | +21.1% |
| 6M | -25.8% | +20.8% | -46.6% | -32.8% |
| YTD | -12.7% | +50.8% | -63.5% | -29.9% |
| 1Y | +14.1% | +70.9% | -56.9% | -14.4% |
| 3Y | +165.7% | +78.0% | +87.7% | +94.0% |
| 5Y | +81.2% | +113.1% | -31.9% | +24.5% |
| All | +233.4% | +250.4% | -17.1% | +145.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling