+9.2%
EQX vs JAAA
+4.8%
+4.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | 0.0% | +12.8% | +12.8% |
| 7D | +7.6% | +0.2% | +7.5% | +6.3% |
| 30D | +0.4% | +0.4% | 0.0% | -2.9% |
| 3M | +18.0% | +1.2% | +16.8% | +8.2% |
| 6M | -18.4% | +2.3% | -20.7% | -29.6% |
| YTD | -19.3% | +3.9% | -23.2% | -28.3% |
| 1Y | +9.2% | +4.8% | +4.4% | -2.9% |
| All | +9.2% | +4.8% | +4.5% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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