+82.5%
EQX vs RACE
+87.3%
-4.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.1% |
| 7D | +1.7% | -2.6% | +4.4% | +3.0% |
| 30D | +11.1% | -1.1% | +12.2% | +11.8% |
| 3M | +23.1% | +12.5% | +10.6% | +17.0% |
| 6M | -21.8% | +17.4% | -39.3% | -27.1% |
| YTD | -8.1% | +10.1% | -18.2% | -12.7% |
| 1Y | +29.7% | -15.1% | +44.8% | +37.3% |
| 3Y | +179.9% | +38.9% | +141.0% | +111.1% |
| 5Y | +82.5% | +90.7% | -8.2% | +15.6% |
| All | +82.5% | +87.3% | -4.8% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling