+72.2%
EQX vs TRI
-10.0%
+82.2%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.3% |
| 7D | -3.2% | -7.9% | +4.7% | -1.9% |
| 30D | +7.8% | -4.5% | +12.3% | +8.5% |
| 3M | +21.3% | +22.1% | -0.8% | +14.9% |
| 6M | -22.4% | -2.8% | -19.6% | -22.5% |
| YTD | -11.3% | -23.4% | +12.1% | -3.3% |
| 1Y | +13.5% | -41.5% | +55.0% | +40.0% |
| 3Y | +162.1% | -19.2% | +181.3% | +154.1% |
| All | +72.2% | -10.0% | +82.2% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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