+162.1%
EQX vs HRB
+25.9%
+136.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.7% |
| 7D | -3.2% | -8.0% | +4.8% | -3.6% |
| 30D | +7.8% | -16.0% | +23.7% | +6.6% |
| 3M | +21.3% | +26.9% | -5.5% | +23.6% |
| 6M | -22.4% | +51.1% | -73.5% | -20.4% |
| YTD | -11.3% | +7.1% | -18.4% | -9.5% |
| 1Y | +13.5% | -9.6% | +23.1% | +16.7% |
| 3Y | +162.1% | +25.4% | +136.7% | +169.7% |
| All | +162.1% | +25.9% | +136.3% | +169.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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