+162.1%
EQX vs CHD
+0.7%
+161.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -3.2% | -4.5% | +1.3% | -3.0% |
| 30D | +7.8% | -6.7% | +14.5% | +8.1% |
| 3M | +21.3% | -2.7% | +24.1% | +21.6% |
| 6M | -22.4% | -4.9% | -17.5% | -22.2% |
| YTD | -11.3% | +13.3% | -24.7% | -10.1% |
| 1Y | +13.5% | +1.0% | +12.5% | +14.6% |
| 3Y | +162.1% | +1.3% | +160.8% | +160.3% |
| All | +162.1% | +0.7% | +161.4% | +160.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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