+9.2%
EQX vs RRX
+30.0%
-20.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -3.6% | +16.4% | +13.6% |
| 7D | +7.6% | +7.6% | 0.0% | +5.4% |
| 30D | +0.4% | +7.5% | -7.1% | -1.6% |
| 3M | +18.0% | -21.0% | +39.0% | +22.4% |
| 6M | -18.4% | -18.1% | -0.3% | -17.2% |
| YTD | -19.3% | +24.3% | -43.6% | -19.8% |
| 1Y | +9.2% | +29.3% | -20.1% | +7.9% |
| All | +9.2% | +30.0% | -20.8% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling