+181.7%
EQX vs DOC
+9.8%
+171.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -10.5% | -0.9% | -9.6% | -10.2% |
| 30D | +0.2% | +7.7% | -7.5% | -2.1% |
| 3M | -7.9% | -2.0% | -5.9% | -7.3% |
| 6M | -28.6% | +5.9% | -34.5% | -30.2% |
| YTD | -26.3% | +31.8% | -58.1% | -33.0% |
| 1Y | -20.2% | +22.5% | -42.8% | -25.9% |
| 3Y | +131.1% | +54.7% | +76.4% | +97.5% |
| 5Y | +21.7% | -21.3% | +43.0% | +25.2% |
| All | +181.7% | +9.8% | +171.9% | +80.7% |
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