+238.8%
EQX vs BN
+204.4%
+34.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -3.2% | -5.2% | +2.0% | -1.3% |
| 30D | +7.8% | -14.5% | +22.2% | +14.0% |
| 3M | +21.3% | -15.0% | +36.3% | +28.7% |
| 6M | -22.4% | -5.4% | -17.0% | -20.5% |
| YTD | -11.3% | -16.4% | +5.1% | -5.8% |
| 1Y | +13.5% | -16.2% | +29.8% | +20.4% |
| 3Y | +162.1% | +67.5% | +94.6% | +113.6% |
| 5Y | +84.2% | +34.1% | +50.1% | +56.9% |
| All | +238.8% | +204.4% | +34.4% | +316.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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