+233.4%
EQX vs RACE
+342.6%
-109.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.6% | -6.6% | -5.6% |
| 7D | -7.0% | -2.2% | -4.8% | -6.3% |
| 30D | +4.8% | -0.4% | +5.2% | +5.1% |
| 3M | +25.6% | +17.9% | +7.7% | +18.5% |
| 6M | -25.8% | +19.3% | -45.1% | -30.3% |
| YTD | -12.7% | +11.9% | -24.6% | -16.7% |
| 1Y | +14.1% | -12.7% | +26.8% | +18.0% |
| 3Y | +165.7% | +41.1% | +124.6% | +122.9% |
| 5Y | +81.2% | +94.1% | -12.8% | +33.1% |
| All | +233.4% | +342.6% | -109.2% | +175.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling