+72.2%
EQX vs BNS
+94.7%
-22.4%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +1.0% | +1.1% |
| 7D | -3.2% | -0.4% | -2.8% | -2.9% |
| 30D | +7.8% | +3.5% | +4.3% | +4.6% |
| 3M | +21.3% | +14.1% | +7.3% | +8.8% |
| 6M | -22.4% | +33.8% | -56.2% | -38.3% |
| YTD | -11.3% | +29.5% | -40.8% | -27.7% |
| 1Y | +13.5% | +48.4% | -34.9% | -16.4% |
| 3Y | +162.1% | +129.6% | +32.5% | +36.7% |
| All | +72.2% | +94.7% | -22.4% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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