+13.1%
EQX vs IRE
-85.1%
+98.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.6% |
| 7D | -3.2% | -4.5% | +1.3% | -2.9% |
| 30D | +7.8% | -7.8% | +15.6% | +7.6% |
| 3M | +21.3% | -60.0% | +81.3% | +25.3% |
| 6M | -22.4% | -48.3% | +25.9% | -24.6% |
| YTD | -11.3% | -54.5% | +43.1% | -13.1% |
| All | +13.1% | -85.1% | +98.2% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling