+238.8%
EQX vs RGEN
+215.7%
+23.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -3.2% | -1.4% | -1.8% | -3.0% |
| 30D | +7.8% | -0.3% | +8.1% | +7.9% |
| 3M | +21.3% | +23.9% | -2.6% | +17.2% |
| 6M | -22.4% | +38.5% | -61.0% | -26.5% |
| YTD | -11.3% | +0.8% | -12.1% | -12.1% |
| 1Y | +13.5% | +38.2% | -24.7% | +7.3% |
| 3Y | +162.1% | +1.3% | +160.8% | +150.6% |
| 5Y | +84.2% | -44.0% | +128.2% | +81.3% |
| All | +238.8% | +215.7% | +23.2% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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