+13.5%
EQX vs DRI
+2.4%
+11.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.7% |
| 7D | -3.2% | -3.2% | 0.0% | -3.4% |
| 30D | +7.8% | -7.8% | +15.6% | +7.0% |
| 3M | +21.3% | +0.4% | +21.0% | +21.8% |
| 6M | -22.4% | +4.8% | -27.2% | -21.5% |
| YTD | -11.3% | +16.7% | -28.0% | -9.2% |
| 1Y | +13.5% | +1.5% | +12.0% | +15.2% |
| All | +13.5% | +2.4% | +11.1% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling