+72.2%
EQX vs RSG
+89.9%
-17.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.9% | +1.5% |
| 7D | -3.2% | 0.0% | -3.2% | -3.2% |
| 30D | +7.8% | +4.0% | +3.8% | +6.8% |
| 3M | +21.3% | +7.4% | +14.0% | +18.7% |
| 6M | -22.4% | +0.1% | -22.5% | -22.5% |
| YTD | -11.3% | +6.0% | -17.3% | -13.2% |
| 1Y | +13.5% | -3.0% | +16.5% | +14.8% |
| 3Y | +162.1% | +56.5% | +105.6% | +122.5% |
| All | +72.2% | +89.9% | -17.6% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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