+43.4%
EQX vs RRX
+14.9%
+28.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.5% | -2.4% |
| 7D | -1.4% | +3.4% | -4.8% | -2.1% |
| 30D | +24.4% | -11.1% | +35.5% | +27.3% |
| 3M | +11.6% | -23.7% | +35.3% | +16.3% |
| 6M | -25.0% | -22.0% | -3.0% | -23.9% |
| YTD | -8.4% | +16.5% | -24.9% | -9.2% |
| 1Y | +43.4% | +11.5% | +31.9% | +42.3% |
| All | +43.4% | +14.9% | +28.5% | +42.3% |
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