+72.2%
EQX vs GRMN
+81.6%
-9.4%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.2% | -2.6% | +0.4% |
| 7D | -3.2% | +2.4% | -5.6% | -3.9% |
| 30D | +7.8% | -8.5% | +16.2% | +10.5% |
| 3M | +21.3% | +19.5% | +1.9% | +14.3% |
| 6M | -22.4% | +21.2% | -43.6% | -27.1% |
| YTD | -11.3% | +41.0% | -52.4% | -20.2% |
| 1Y | +13.5% | +19.6% | -6.1% | +6.3% |
| 3Y | +162.1% | +183.8% | -21.7% | +60.4% |
| All | +72.2% | +81.6% | -9.4% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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