+157.9%
EQX vs S
+15.8%
+142.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.9% | -7.0% | -5.2% |
| 7D | -7.0% | +0.1% | -7.1% | -7.0% |
| 30D | +4.8% | -11.8% | +16.6% | +5.7% |
| 3M | +25.6% | +33.9% | -8.3% | +21.4% |
| 6M | -25.8% | +40.1% | -65.9% | -29.3% |
| YTD | -12.7% | +32.1% | -44.8% | -16.4% |
| 1Y | +14.1% | +11.0% | +3.0% | +11.4% |
| All | +157.9% | +15.8% | +142.1% | +138.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling