+75.7%
EQX vs DOC
-24.5%
+100.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -1.5% |
| 7D | -1.4% | -1.5% | +0.1% | -0.7% |
| 30D | +24.4% | -4.8% | +29.1% | +27.2% |
| 3M | +11.6% | +6.9% | +4.7% | +7.6% |
| 6M | -25.0% | +20.7% | -45.7% | -32.1% |
| YTD | -8.4% | +34.1% | -42.5% | -21.6% |
| 1Y | +43.4% | +22.6% | +20.8% | +27.6% |
| 3Y | +162.0% | +20.8% | +141.2% | +130.4% |
| All | +75.7% | -24.5% | +100.3% | +102.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling