+157.9%
EQX vs RBA
+25.0%
+132.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.0% | -4.1% | -4.9% |
| 7D | -7.0% | -3.3% | -3.7% | -6.4% |
| 30D | +4.8% | -9.8% | +14.6% | +7.1% |
| 3M | +25.6% | -23.5% | +49.1% | +31.3% |
| 6M | -25.8% | -21.5% | -4.3% | -23.1% |
| YTD | -12.7% | -21.2% | +8.4% | -9.7% |
| 1Y | +14.1% | -30.2% | +44.3% | +22.1% |
| All | +157.9% | +25.0% | +132.9% | +129.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling