+233.4%
EQX vs TD
+233.4%
-0.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -5.9% | -5.4% |
| 7D | -7.0% | -2.6% | -4.4% | -5.9% |
| 30D | +4.8% | -1.0% | +5.9% | +5.2% |
| 3M | +25.6% | +5.6% | +20.0% | +22.3% |
| 6M | -25.8% | +27.1% | -52.9% | -33.2% |
| YTD | -12.7% | +29.4% | -42.1% | -22.0% |
| 1Y | +14.1% | +60.7% | -46.6% | -6.8% |
| 3Y | +165.7% | +127.6% | +38.1% | +87.6% |
| 5Y | +81.2% | +125.4% | -44.2% | +30.2% |
| All | +233.4% | +233.4% | -0.1% | +220.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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