+238.8%
EQX vs BR
+103.0%
+135.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -3.2% | -3.0% | -0.2% | -2.5% |
| 30D | +7.8% | -0.3% | +8.1% | +7.9% |
| 3M | +21.3% | +17.3% | +4.0% | +16.2% |
| 6M | -22.4% | -6.7% | -15.7% | -21.2% |
| YTD | -11.3% | -23.4% | +12.1% | -5.1% |
| 1Y | +13.5% | -32.7% | +46.2% | +26.3% |
| 3Y | +162.1% | -5.9% | +168.0% | +159.3% |
| 5Y | +84.2% | +8.4% | +75.8% | +70.3% |
| All | +238.8% | +103.0% | +135.8% | +281.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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