+17.7%
EQX vs Q
+79.8%
-62.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.9% | +0.9% |
| 7D | -3.2% | +4.9% | -8.1% | -4.5% |
| 30D | +7.8% | -11.0% | +18.7% | +11.0% |
| 3M | +21.3% | -15.2% | +36.5% | +24.6% |
| 6M | -22.4% | +8.8% | -31.3% | -25.9% |
| YTD | -11.3% | +55.1% | -66.4% | -15.0% |
| All | +17.7% | +79.8% | -62.1% | +9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling