+72.2%
EQX vs TECH
-43.3%
+115.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.0% |
| 6M | -22.4% | +34.9% | -57.3% | -28.6% |
| YTD | -11.3% | +23.2% | -34.5% | -16.7% |
| 1Y | +13.5% | +36.3% | -22.8% | +3.2% |
| 3Y | +162.1% | +2.3% | +159.9% | +148.4% |
| All | +72.2% | -43.3% | +115.5% | +82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling