+238.8%
EQX vs TECH
+109.6%
+129.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.6% |
| 7D | -3.2% | -0.4% | -2.8% | -3.1% |
| 30D | +7.8% | 0.0% | +7.8% | +7.8% |
| 3M | +21.3% | +33.7% | -12.3% | +13.7% |
| 6M | -22.4% | +34.9% | -57.3% | -28.1% |
| YTD | -11.3% | +23.2% | -34.5% | -16.3% |
| 1Y | +13.5% | +36.3% | -22.8% | +4.2% |
| 3Y | +162.1% | +2.3% | +159.9% | +149.3% |
| 5Y | +84.2% | -42.9% | +127.1% | +93.9% |
| All | +238.8% | +109.6% | +129.3% | +431.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling