+72.2%
EQX vs BN
+33.2%
+39.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.4% |
| 7D | -3.2% | -5.2% | +2.0% | -0.6% |
| 30D | +7.8% | -14.5% | +22.2% | +16.4% |
| 3M | +21.3% | -15.0% | +36.3% | +31.6% |
| 6M | -22.4% | -5.4% | -17.0% | -19.9% |
| YTD | -11.3% | -16.4% | +5.1% | -3.8% |
| 1Y | +13.5% | -16.2% | +29.8% | +22.7% |
| 3Y | +162.1% | +67.5% | +94.6% | +85.3% |
| All | +72.2% | +33.2% | +39.1% | +32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling