+22.0%
EQX vs Q
+78.4%
-56.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.2% |
| 7D | +1.7% | +6.6% | -4.9% | 0.0% |
| 30D | +11.1% | -6.6% | +17.7% | +12.7% |
| 3M | +23.1% | -13.2% | +36.3% | +25.4% |
| 6M | -21.8% | +9.9% | -31.8% | -25.4% |
| YTD | -8.1% | +53.9% | -62.0% | -11.7% |
| All | +22.0% | +78.4% | -56.5% | +13.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling