+245.4%
EQX vs DAR
+253.0%
-7.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.9% | -4.3% | -1.9% |
| 7D | +3.8% | -0.9% | +4.6% | +3.9% |
| 30D | +9.4% | +13.0% | -3.6% | +6.3% |
| 3M | +16.8% | +15.0% | +1.8% | +12.8% |
| 6M | -23.7% | +26.8% | -50.5% | -28.1% |
| YTD | -9.6% | +86.4% | -96.0% | -21.6% |
| 1Y | +29.1% | +115.1% | -86.0% | +8.0% |
| 3Y | +175.3% | +14.6% | +160.7% | +159.0% |
| 5Y | +77.3% | -8.8% | +86.1% | +74.1% |
| All | +245.4% | +253.0% | -7.6% | +240.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling