+72.2%
EQX vs IBN
+58.3%
+13.9%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.2% | +1.0% |
| 7D | -3.2% | -3.0% | -0.2% | -2.3% |
| 30D | +7.8% | -1.5% | +9.3% | +8.3% |
| 3M | +21.3% | +7.9% | +13.4% | +18.5% |
| 6M | -22.4% | +8.6% | -31.1% | -24.4% |
| YTD | -11.3% | -0.6% | -10.8% | -11.9% |
| 1Y | +13.5% | -7.3% | +20.8% | +14.8% |
| 3Y | +162.1% | +26.2% | +135.9% | +139.2% |
| All | +72.2% | +58.3% | +13.9% | +54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling