+157.9%
EQX vs BUD
+43.8%
+114.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.4% | -4.6% | -4.9% |
| 7D | -7.0% | -3.2% | -3.8% | -6.1% |
| 30D | +4.8% | -3.7% | +8.5% | +5.9% |
| 3M | +25.6% | -4.4% | +30.1% | +26.8% |
| 6M | -25.8% | +7.7% | -33.6% | -28.7% |
| YTD | -12.7% | +23.1% | -35.8% | -19.3% |
| 1Y | +14.1% | +33.6% | -19.6% | +2.5% |
| All | +157.9% | +43.8% | +114.1% | +140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling