+9.2%
EQX vs STZ
+14.7%
-5.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +5.3% | +7.5% | +12.3% |
| 7D | +7.6% | +13.0% | -5.3% | +6.9% |
| 30D | +0.4% | +29.4% | -29.0% | -1.6% |
| 3M | +18.0% | +11.6% | +6.4% | +17.2% |
| 6M | -18.4% | -0.2% | -18.1% | -17.7% |
| YTD | -19.3% | +8.6% | -27.9% | -21.6% |
| 1Y | +9.2% | +15.9% | -6.7% | +18.9% |
| All | +9.2% | +14.7% | -5.5% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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