+230.3%
EQX vs DOC
+12.8%
+217.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.2% | +4.4% |
| 7D | +19.9% | +5.9% | +14.1% | +17.9% |
| 30D | +5.9% | +10.3% | -4.4% | +2.6% |
| 3M | +4.6% | -2.2% | +6.8% | +5.3% |
| 6M | -15.1% | +8.2% | -23.3% | -17.5% |
| YTD | -13.5% | +35.4% | -48.9% | -22.2% |
| 1Y | +3.7% | +23.6% | -20.0% | -4.0% |
| 3Y | +164.5% | +57.3% | +107.2% | +124.8% |
| 5Y | +53.3% | -19.6% | +72.9% | +56.5% |
| All | +230.3% | +12.8% | +217.6% | +110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling