+238.8%
EQX vs RBA
+195.7%
+43.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.8% | -2.2% | +0.7% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | +7.8% | -2.9% | +10.7% | +8.5% |
| 3M | +21.3% | -20.9% | +42.2% | +27.4% |
| 6M | -22.4% | -17.7% | -4.8% | -19.4% |
| YTD | -11.3% | -18.2% | +6.9% | -8.0% |
| 1Y | +13.5% | -29.1% | +42.6% | +22.4% |
| 3Y | +162.1% | +29.5% | +132.6% | +135.3% |
| 5Y | +84.2% | +40.2% | +44.0% | +58.7% |
| All | +238.8% | +195.7% | +43.1% | +136.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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