+162.1%
EQX vs JAAA
+19.0%
+143.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.4% |
| 7D | -3.2% | +0.1% | -3.3% | -3.4% |
| 30D | +7.8% | +0.5% | +7.2% | +6.4% |
| 3M | +21.3% | +1.3% | +20.1% | +17.7% |
| 6M | -22.4% | +2.8% | -25.2% | -27.1% |
| YTD | -11.3% | +3.3% | -14.6% | -17.4% |
| 1Y | +13.5% | +4.9% | +8.6% | +2.4% |
| 3Y | +162.1% | +19.0% | +143.2% | +87.6% |
| All | +162.1% | +19.0% | +143.1% | +87.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling