-21.8%
EQX vs SPG
+8.9%
-30.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.5% | +5.1% | +2.3% |
| 7D | +1.7% | -2.7% | +4.4% | +2.2% |
| 30D | +11.1% | -7.3% | +18.4% | +12.7% |
| 3M | +23.1% | -3.5% | +26.6% | +19.4% |
| 6M | -21.8% | +8.5% | -30.3% | -32.7% |
| All | -21.8% | +8.9% | -30.8% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 6mo: compounded portfolio wealth divided by compounded SPG 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…
6mo analysis · Full analysis span regression · 6 months rolling