+238.8%
EQX vs MKTX
-15.5%
+254.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -3.2% | -0.2% | -3.0% | -3.1% |
| 30D | +7.8% | +0.7% | +7.0% | +7.6% |
| 3M | +21.3% | +40.8% | -19.5% | +10.4% |
| 6M | -22.4% | -8.0% | -14.4% | -21.5% |
| YTD | -11.3% | -8.7% | -2.6% | -10.2% |
| 1Y | +13.5% | -11.8% | +25.3% | +15.8% |
| 3Y | +162.1% | -24.0% | +186.2% | +169.5% |
| 5Y | +84.2% | -60.3% | +144.5% | +113.6% |
| All | +238.8% | -15.5% | +254.3% | +366.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 all: compounded portfolio wealth divided by compounded MKTX 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…
all analysis · Full analysis span regression · 6 months rolling