+72.2%
EQX vs GEN
+22.3%
+50.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.7% | +1.4% |
| 7D | -3.2% | -1.3% | -1.9% | -3.0% |
| 30D | +7.8% | +6.1% | +1.6% | +6.4% |
| 3M | +21.3% | +27.0% | -5.6% | +15.4% |
| 6M | -22.4% | +43.9% | -66.3% | -28.5% |
| YTD | -11.3% | +13.0% | -24.3% | -14.1% |
| 1Y | +13.5% | +4.0% | +9.5% | +11.9% |
| 3Y | +162.1% | +66.2% | +96.0% | +123.8% |
| All | +72.2% | +22.3% | +50.0% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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