+238.8%
EQX vs BRKR
+86.5%
+152.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.7% |
| 7D | -3.2% | -8.7% | +5.5% | -1.9% |
| 30D | +7.8% | -9.9% | +17.6% | +9.5% |
| 3M | +21.3% | -3.1% | +24.4% | +20.8% |
| 6M | -22.4% | +45.5% | -67.9% | -27.7% |
| YTD | -11.3% | +13.7% | -25.0% | -14.8% |
| 1Y | +13.5% | +67.4% | -53.9% | +3.2% |
| 3Y | +162.1% | -13.2% | +175.4% | +158.1% |
| 5Y | +84.2% | -39.5% | +123.7% | +81.5% |
| All | +238.8% | +86.5% | +152.3% | +409.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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