+238.8%
EQX vs NYT
+226.9%
+11.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.2% | +1.6% |
| 7D | -3.2% | -0.6% | -2.6% | -3.1% |
| 30D | +7.8% | +4.6% | +3.2% | +7.1% |
| 3M | +21.3% | -9.6% | +30.9% | +22.5% |
| 6M | -22.4% | -14.0% | -8.4% | -21.1% |
| YTD | -11.3% | -2.8% | -8.5% | -11.9% |
| 1Y | +13.5% | +15.6% | -2.1% | +9.3% |
| 3Y | +162.1% | +56.3% | +105.8% | +136.7% |
| 5Y | +84.2% | +39.5% | +44.7% | +62.0% |
| All | +238.8% | +226.9% | +11.9% | +341.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling