+9.2%
EQX vs ED
+27.1%
-17.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.0% | +9.8% | +13.1% |
| 7D | +7.6% | +5.4% | +2.2% | +8.6% |
| 30D | +0.4% | +16.4% | -15.9% | +3.2% |
| 3M | +18.0% | +11.9% | +6.1% | +20.2% |
| 6M | -18.4% | +11.6% | -29.9% | -16.6% |
| YTD | -19.3% | +24.1% | -43.4% | -14.8% |
| 1Y | +9.2% | +26.9% | -17.7% | +15.9% |
| All | +9.2% | +27.1% | -17.9% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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