+72.2%
EQX vs DAR
-9.0%
+81.2%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +2.0% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | +7.8% | +2.6% | +5.1% | +6.8% |
| 3M | +21.3% | +14.2% | +7.1% | +17.2% |
| 6M | -22.4% | +17.2% | -39.6% | -25.8% |
| YTD | -11.3% | +80.9% | -92.2% | -23.2% |
| 1Y | +13.5% | +104.0% | -90.5% | -4.7% |
| 3Y | +162.1% | +3.6% | +158.5% | +162.7% |
| All | +72.2% | -9.0% | +81.2% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling