+43.4%
EQX vs TRU
-7.3%
+50.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.9% | +3.6% | -2.0% |
| 7D | -1.4% | -6.8% | +5.4% | -1.0% |
| 30D | +24.4% | 0.0% | +24.3% | +24.5% |
| 3M | +11.6% | +13.3% | -1.7% | +10.8% |
| 6M | -25.0% | +3.4% | -28.4% | -26.2% |
| YTD | -8.4% | -6.4% | -2.0% | -10.5% |
| 1Y | +43.4% | -9.7% | +53.1% | +39.3% |
| All | +43.4% | -7.3% | +50.7% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling