+9.2%
EQX vs Q
+19.7%
-10.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.1% | +12.9% | +12.8% |
| 7D | +7.6% | -3.3% | +10.9% | +8.8% |
| 30D | +0.4% | -9.7% | +10.1% | +3.5% |
| 3M | +18.0% | -16.1% | +34.1% | +23.5% |
| 6M | -18.4% | -15.7% | -2.7% | -16.0% |
| YTD | -19.3% | +45.7% | -65.1% | -22.9% |
| 1Y | +9.2% | +18.0% | -8.8% | +4.9% |
| All | +9.2% | +19.7% | -10.5% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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