+251.1%
EQX vs BWA
+145.0%
+106.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.0% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | +11.1% | -5.6% | +16.6% | +12.4% |
| 3M | +23.1% | -10.7% | +33.8% | +26.1% |
| 6M | -21.8% | +23.2% | -45.0% | -25.0% |
| YTD | -8.1% | +46.0% | -54.1% | -15.3% |
| 1Y | +29.7% | +51.2% | -21.5% | +18.6% |
| 3Y | +179.9% | +69.6% | +110.3% | +145.9% |
| 5Y | +82.5% | +86.6% | -4.1% | +53.5% |
| All | +251.1% | +145.0% | +106.1% | +236.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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