+245.4%
EQX vs GEN
+227.8%
+17.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -0.9% |
| 7D | +3.8% | -0.7% | +4.5% | +3.9% |
| 30D | +9.4% | +2.6% | +6.7% | +8.8% |
| 3M | +16.8% | +15.8% | +1.1% | +13.7% |
| 6M | -23.7% | +33.1% | -56.8% | -27.8% |
| YTD | -9.6% | +11.3% | -20.9% | -11.9% |
| 1Y | +29.1% | +1.7% | +27.5% | +27.8% |
| 3Y | +175.3% | +58.1% | +117.2% | +146.8% |
| 5Y | +77.3% | +20.6% | +56.6% | +64.4% |
| All | +245.4% | +227.8% | +17.6% | +291.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling