+238.8%
EQX vs IBN
+198.0%
+40.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.2% | +1.3% |
| 7D | -3.2% | -3.0% | -0.2% | -2.7% |
| 30D | +7.8% | -1.5% | +9.3% | +8.1% |
| 3M | +21.3% | +7.9% | +13.4% | +19.8% |
| 6M | -22.4% | +8.6% | -31.1% | -23.5% |
| YTD | -11.3% | -0.6% | -10.8% | -11.5% |
| 1Y | +13.5% | -7.3% | +20.8% | +14.4% |
| 3Y | +162.1% | +26.2% | +135.9% | +151.1% |
| 5Y | +84.2% | +57.8% | +26.4% | +71.5% |
| All | +238.8% | +198.0% | +40.8% | +226.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling