+6.9%
EQX vs NTR
+37.3%
-30.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +10.8% | +5.4% | +5.4% | +8.8% |
| 30D | -0.9% | +1.4% | -2.3% | -1.4% |
| 3M | +9.5% | +8.7% | +0.8% | +6.6% |
| 6M | -16.8% | -4.9% | -11.9% | -15.2% |
| YTD | -19.3% | +19.8% | -39.2% | -27.9% |
| 1Y | +6.9% | +37.0% | -30.1% | -14.0% |
| All | +6.9% | +37.3% | -30.4% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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