+81.2%
EQX vs RBA
+36.6%
+44.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.0% | -4.1% | -4.8% |
| 7D | -7.0% | -3.3% | -3.7% | -6.3% |
| 30D | +4.8% | -9.8% | +14.6% | +7.2% |
| 3M | +25.6% | -23.5% | +49.1% | +31.9% |
| 6M | -25.8% | -21.5% | -4.3% | -22.7% |
| YTD | -12.7% | -21.2% | +8.4% | -9.3% |
| 1Y | +14.1% | -30.2% | +44.3% | +22.2% |
| 3Y | +165.7% | +25.3% | +140.4% | +143.1% |
| 5Y | +81.2% | +35.1% | +46.1% | +68.6% |
| All | +81.2% | +36.6% | +44.6% | +68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling