+238.8%
EQX vs TRI
+136.9%
+101.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.3% |
| 7D | -3.2% | -7.9% | +4.7% | -1.8% |
| 30D | +7.8% | -4.5% | +12.3% | +8.6% |
| 3M | +21.3% | +22.1% | -0.8% | +14.8% |
| 6M | -22.4% | -2.8% | -19.6% | -22.9% |
| YTD | -11.3% | -23.4% | +12.1% | -5.8% |
| 1Y | +13.5% | -41.5% | +55.0% | +32.3% |
| 3Y | +162.1% | -19.2% | +181.3% | +165.3% |
| 5Y | +84.2% | -9.4% | +93.6% | +73.9% |
| All | +238.8% | +136.9% | +101.9% | +508.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling