+238.8%
EQX vs SONY
+161.9%
+76.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.1% |
| 7D | -3.2% | -2.7% | -0.5% | -2.4% |
| 30D | +7.8% | +1.5% | +6.2% | +7.2% |
| 3M | +21.3% | +13.0% | +8.3% | +16.3% |
| 6M | -22.4% | +11.2% | -33.6% | -25.3% |
| YTD | -11.3% | -6.6% | -4.7% | -10.2% |
| 1Y | +13.5% | -18.1% | +31.6% | +19.1% |
| 3Y | +162.1% | +42.1% | +120.1% | +129.0% |
| 5Y | +84.2% | +11.0% | +73.2% | +65.2% |
| All | +238.8% | +161.9% | +76.9% | +207.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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