+72.2%
EQX vs INDA
+5.7%
+66.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.7% | +0.8% |
| 7D | -3.2% | -2.7% | -0.5% | -0.7% |
| 30D | +7.8% | -2.8% | +10.5% | +10.7% |
| 3M | +21.3% | +1.6% | +19.7% | +19.9% |
| 6M | -22.4% | -1.4% | -21.0% | -20.8% |
| YTD | -11.3% | -10.1% | -1.2% | -2.8% |
| 1Y | +13.5% | -8.8% | +22.3% | +22.7% |
| 3Y | +162.1% | +7.6% | +154.5% | +141.6% |
| All | +72.2% | +5.7% | +66.5% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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