+77.3%
EQX vs BURL
-13.9%
+91.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.4% | -0.8% |
| 7D | +3.8% | -2.6% | +6.3% | +4.1% |
| 30D | +9.4% | -30.8% | +40.1% | +14.9% |
| 3M | +16.8% | -18.7% | +35.5% | +19.7% |
| 6M | -23.7% | -16.4% | -7.2% | -22.2% |
| YTD | -9.6% | -11.6% | +2.0% | -8.8% |
| 1Y | +29.1% | -12.0% | +41.1% | +29.8% |
| 3Y | +175.3% | +63.6% | +111.7% | +148.3% |
| 5Y | +77.3% | -12.6% | +89.9% | +46.4% |
| All | +77.3% | -13.9% | +91.1% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BURL 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling