+9.2%
EQX vs LEN
-21.9%
+31.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +7.1% | +5.7% | +10.9% |
| 7D | +7.6% | +10.5% | -2.8% | +5.0% |
| 30D | +0.4% | +24.6% | -24.2% | -5.0% |
| 3M | +18.0% | +6.6% | +11.4% | +15.4% |
| 6M | -18.4% | +10.6% | -29.0% | -20.6% |
| YTD | -19.3% | -8.3% | -11.0% | -21.9% |
| 1Y | +9.2% | -22.5% | +31.7% | +6.6% |
| All | +9.2% | -21.9% | +31.1% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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