+251.1%
EQX vs BN
+206.8%
+44.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.4% |
| 7D | +1.7% | -3.0% | +4.7% | +2.9% |
| 30D | +11.1% | -13.0% | +24.1% | +16.8% |
| 3M | +23.1% | -15.2% | +38.3% | +30.7% |
| 6M | -21.8% | -5.9% | -15.9% | -19.8% |
| YTD | -8.1% | -15.8% | +7.7% | -2.6% |
| 1Y | +29.7% | -12.2% | +41.9% | +35.3% |
| 3Y | +179.9% | +72.2% | +107.7% | +126.0% |
| 5Y | +82.5% | +33.2% | +49.3% | +55.4% |
| All | +251.1% | +206.8% | +44.3% | +330.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling