+43.4%
EQX vs NYT
+15.2%
+28.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.3% |
| 7D | -1.4% | -1.3% | -0.1% | -1.5% |
| 30D | +24.4% | +2.7% | +21.6% | +24.8% |
| 3M | +11.6% | -10.3% | +21.9% | +10.0% |
| 6M | -25.0% | -16.6% | -8.4% | -25.8% |
| YTD | -8.4% | -2.3% | -6.1% | -6.9% |
| 1Y | +43.4% | +15.0% | +28.4% | +42.9% |
| All | +43.4% | +15.2% | +28.2% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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