+43.4%
EQX vs S
+10.1%
+33.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.4% |
| 7D | -1.4% | -7.7% | +6.3% | -1.3% |
| 30D | +24.4% | -5.3% | +29.7% | +24.1% |
| 3M | +11.6% | +20.3% | -8.7% | +10.3% |
| 6M | -25.0% | +47.4% | -72.4% | -27.5% |
| YTD | -8.4% | +32.5% | -40.9% | -10.1% |
| 1Y | +43.4% | +9.5% | +33.9% | +46.4% |
| All | +43.4% | +10.1% | +33.3% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling