+72.2%
EQX vs TRGP
+628.1%
-555.9%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | +7.8% | +8.0% | -0.3% | +4.8% |
| 3M | +21.3% | +8.3% | +13.1% | +17.1% |
| 6M | -22.4% | +23.9% | -46.3% | -29.6% |
| YTD | -11.3% | +59.6% | -71.0% | -27.3% |
| 1Y | +13.5% | +79.4% | -65.9% | -11.6% |
| 3Y | +162.1% | +269.4% | -107.3% | +36.0% |
| All | +72.2% | +628.1% | -555.9% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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