+72.2%
EQX vs RGEN
-44.2%
+116.4%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -3.2% | -1.4% | -1.8% | -2.9% |
| 30D | +7.8% | -0.3% | +8.1% | +7.9% |
| 3M | +21.3% | +23.9% | -2.6% | +16.3% |
| 6M | -22.4% | +38.5% | -61.0% | -27.5% |
| YTD | -11.3% | +0.8% | -12.1% | -12.2% |
| 1Y | +13.5% | +38.2% | -24.7% | +5.8% |
| 3Y | +162.1% | +1.3% | +160.8% | +147.9% |
| All | +72.2% | -44.2% | +116.4% | +61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling