+147.3%
EQX vs DOC
+54.0%
+93.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.0% | -6.1% | -6.8% |
| 7D | +12.3% | +4.3% | +8.0% | +10.8% |
| 30D | -1.7% | +9.2% | -10.8% | -4.5% |
| 3M | -2.9% | -0.8% | -2.1% | -2.5% |
| 6M | -21.2% | +7.1% | -28.3% | -23.4% |
| YTD | -19.7% | +34.0% | -53.7% | -28.5% |
| 1Y | -7.6% | +23.2% | -30.8% | -15.2% |
| 3Y | +147.3% | +53.6% | +93.7% | +97.9% |
| All | +147.3% | +54.0% | +93.3% | +97.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling