+233.4%
EQX vs IBN
+192.5%
+40.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -5.0% |
| 7D | -7.0% | -5.5% | -1.5% | -6.1% |
| 30D | +4.8% | -3.4% | +8.3% | +5.5% |
| 3M | +25.6% | +8.7% | +17.0% | +23.9% |
| 6M | -25.8% | +3.7% | -29.6% | -26.3% |
| YTD | -12.7% | -2.4% | -10.4% | -12.6% |
| 1Y | +14.1% | -8.1% | +22.2% | +15.1% |
| 3Y | +165.7% | +26.3% | +139.4% | +154.7% |
| 5Y | +81.2% | +54.9% | +26.3% | +69.2% |
| All | +233.4% | +192.5% | +40.8% | +222.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling