+72.2%
EQX vs HDB
-34.5%
+106.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.9% | -5.2% | -0.6% |
| 7D | -3.2% | +0.7% | -3.9% | -3.5% |
| 30D | +7.8% | +1.0% | +6.8% | +7.3% |
| 3M | +21.3% | -2.0% | +23.3% | +21.5% |
| 6M | -22.4% | -18.1% | -4.3% | -17.6% |
| YTD | -11.3% | -36.1% | +24.8% | +0.8% |
| 1Y | +13.5% | -34.0% | +47.6% | +27.4% |
| 3Y | +162.1% | -26.7% | +188.8% | +180.6% |
| All | +72.2% | -34.5% | +106.8% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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