+72.2%
EQX vs ITOT
+74.3%
-2.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.9% |
| 7D | -3.2% | -0.9% | -2.3% | -2.4% |
| 30D | +7.8% | -1.5% | +9.2% | +9.3% |
| 3M | +21.3% | +3.6% | +17.8% | +18.0% |
| 6M | -22.4% | +13.7% | -36.1% | -29.7% |
| YTD | -11.3% | +12.9% | -24.2% | -19.1% |
| 1Y | +13.5% | +17.2% | -3.7% | +0.5% |
| 3Y | +162.1% | +75.6% | +86.5% | +62.5% |
| All | +72.2% | +74.3% | -2.1% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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