+162.1%
EQX vs GAP
+109.5%
+52.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.9% | -1.2% | +1.4% |
| 7D | -3.2% | -4.1% | +0.9% | -2.9% |
| 30D | +7.8% | +6.2% | +1.5% | +7.1% |
| 3M | +21.3% | -0.7% | +22.0% | +21.2% |
| 6M | -22.4% | -7.1% | -15.3% | -22.5% |
| YTD | -11.3% | -14.1% | +2.8% | -11.1% |
| 1Y | +13.5% | -8.5% | +22.0% | +13.0% |
| 3Y | +162.1% | +115.4% | +46.8% | +138.1% |
| All | +162.1% | +109.5% | +52.7% | +138.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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