+233.4%
EQX vs HRB
+143.2%
+90.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -5.0% |
| 7D | -7.0% | -12.2% | +5.2% | -6.6% |
| 30D | +4.8% | -3.0% | +7.8% | +5.0% |
| 3M | +25.6% | +21.7% | +3.9% | +24.7% |
| 6M | -25.8% | +52.3% | -78.2% | -27.3% |
| YTD | -12.7% | +6.5% | -19.2% | -12.8% |
| 1Y | +14.1% | -6.7% | +20.7% | +14.8% |
| 3Y | +165.7% | +25.1% | +140.6% | +160.5% |
| 5Y | +81.2% | +113.8% | -32.5% | +74.3% |
| All | +233.4% | +143.2% | +90.2% | +219.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling