+2.0%
EQX vs SOLS
+17.0%
-15.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | -3.2% | -3.5% | +0.3% | -2.6% |
| 30D | +7.8% | -1.0% | +8.7% | +8.0% |
| 3M | +21.3% | -24.1% | +45.4% | +27.1% |
| 6M | -22.4% | -18.0% | -4.4% | -20.5% |
| YTD | -11.3% | +27.1% | -38.4% | -13.9% |
| All | +2.0% | +17.0% | -15.0% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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