+238.8%
EQX vs SIRI
-36.6%
+275.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.5% |
| 7D | -3.2% | +0.6% | -3.8% | -3.3% |
| 30D | +7.8% | +2.5% | +5.3% | +7.4% |
| 3M | +21.3% | +6.6% | +14.7% | +20.2% |
| 6M | -22.4% | +32.9% | -55.3% | -25.2% |
| YTD | -11.3% | +50.5% | -61.8% | -16.1% |
| 1Y | +13.5% | +28.0% | -14.5% | +9.5% |
| 3Y | +162.1% | -22.4% | +184.5% | +163.6% |
| 5Y | +84.2% | -41.3% | +125.5% | +91.8% |
| All | +238.8% | -36.6% | +275.4% | +258.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling