+162.1%
EQX vs RUN
-39.0%
+201.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.5% | +1.7% |
| 7D | -3.2% | -3.7% | +0.5% | -2.9% |
| 30D | +7.8% | -13.0% | +20.8% | +9.0% |
| 3M | +21.3% | -31.8% | +53.1% | +24.8% |
| 6M | -22.4% | -32.2% | +9.8% | -20.1% |
| YTD | -11.3% | -53.5% | +42.2% | -7.1% |
| 1Y | +13.5% | -46.5% | +60.0% | +17.7% |
| 3Y | +162.1% | -37.6% | +199.7% | +144.0% |
| All | +162.1% | -39.0% | +201.1% | +144.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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