+72.2%
EQX vs RRX
+17.8%
+54.4%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.0% | +0.9% |
| 7D | -3.2% | -0.3% | -2.9% | -3.1% |
| 30D | +7.8% | -6.1% | +13.9% | +9.1% |
| 3M | +21.3% | -23.1% | +44.4% | +26.6% |
| 6M | -22.4% | -19.5% | -2.9% | -20.1% |
| YTD | -11.3% | +16.1% | -27.4% | -15.2% |
| 1Y | +13.5% | +12.9% | +0.6% | +8.8% |
| 3Y | +162.1% | +7.9% | +154.2% | +142.2% |
| All | +72.2% | +17.8% | +54.4% | +41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling