+9.2%
EQX vs SIRI
+59.9%
-50.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +8.4% | +4.4% | +11.5% |
| 7D | +7.6% | +22.3% | -14.6% | +5.5% |
| 30D | +0.4% | +26.9% | -26.5% | -1.8% |
| 3M | +18.0% | +9.6% | +8.4% | +16.2% |
| 6M | -18.4% | +27.2% | -45.5% | -20.0% |
| YTD | -19.3% | +72.4% | -91.7% | -15.9% |
| 1Y | +9.2% | +59.9% | -50.7% | +18.1% |
| All | +9.2% | +59.9% | -50.6% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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