+250.0%
EQX vs RY
+309.9%
-59.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.0% |
| 7D | -1.4% | +3.1% | -4.5% | -3.0% |
| 30D | +24.4% | -0.3% | +24.7% | +24.4% |
| 3M | +11.6% | +8.7% | +3.0% | +6.2% |
| 6M | -25.0% | +28.5% | -53.5% | -34.8% |
| YTD | -8.4% | +25.1% | -33.5% | -19.2% |
| 1Y | +43.4% | +46.3% | -2.9% | +16.3% |
| 3Y | +162.0% | +154.9% | +7.0% | +57.2% |
| 5Y | +70.1% | +140.3% | -70.1% | +5.2% |
| All | +250.0% | +309.9% | -59.9% | +175.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 all: compounded portfolio wealth divided by compounded RY 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…
all analysis · Full analysis span regression · 6 months rolling