+162.1%
EQX vs RRC
+29.2%
+133.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.4% | +1.8% |
| 7D | -3.2% | -2.0% | -1.2% | -3.0% |
| 30D | +7.8% | +2.4% | +5.3% | +7.5% |
| 3M | +21.3% | +8.6% | +12.8% | +20.0% |
| 6M | -22.4% | -1.4% | -21.0% | -22.9% |
| YTD | -11.3% | +17.3% | -28.6% | -14.9% |
| 1Y | +13.5% | +18.1% | -4.6% | +8.5% |
| 3Y | +162.1% | +32.8% | +129.4% | +129.9% |
| All | +162.1% | +29.2% | +133.0% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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