+72.2%
EQX vs RVTY
-33.1%
+105.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.1% | +0.7% |
| 7D | -3.2% | -4.5% | +1.3% | -1.6% |
| 30D | +7.8% | +5.5% | +2.3% | +5.9% |
| 3M | +21.3% | +22.5% | -1.2% | +12.9% |
| 6M | -22.4% | +38.9% | -61.3% | -30.9% |
| YTD | -11.3% | +28.7% | -40.1% | -19.4% |
| 1Y | +13.5% | +45.5% | -32.0% | -1.7% |
| 3Y | +162.1% | +16.4% | +145.8% | +132.5% |
| All | +72.2% | -33.1% | +105.3% | +80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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