+251.1%
EQX vs BUD
+33.8%
+217.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +2.3% |
| 7D | +1.7% | -1.3% | +3.1% | +2.1% |
| 30D | +11.1% | -6.1% | +17.2% | +13.0% |
| 3M | +23.1% | -3.8% | +26.8% | +24.0% |
| 6M | -21.8% | +8.2% | -30.0% | -24.0% |
| YTD | -8.1% | +23.6% | -31.7% | -13.9% |
| 1Y | +29.7% | +33.4% | -3.7% | +18.7% |
| 3Y | +179.9% | +45.3% | +134.6% | +148.9% |
| 5Y | +82.5% | +44.3% | +38.2% | +60.6% |
| All | +251.1% | +33.8% | +217.3% | +279.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling