+251.1%
EQX vs TECH
+109.9%
+141.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.7% | +1.7% |
| 7D | +1.7% | -0.1% | +1.8% | +1.8% |
| 30D | +11.1% | +0.3% | +10.8% | +11.0% |
| 3M | +23.1% | +32.9% | -9.8% | +15.6% |
| 6M | -21.8% | +32.1% | -53.9% | -27.3% |
| YTD | -8.1% | +23.4% | -31.5% | -13.3% |
| 1Y | +29.7% | +34.1% | -4.4% | +19.3% |
| 3Y | +179.9% | +2.2% | +177.7% | +166.2% |
| 5Y | +82.5% | -41.8% | +124.3% | +91.5% |
| All | +251.1% | +109.9% | +141.2% | +450.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling