+162.1%
EQX vs VRSN
+44.6%
+117.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.8% |
| 7D | -3.2% | +0.2% | -3.4% | -3.2% |
| 30D | +7.8% | +3.8% | +4.0% | +8.2% |
| 3M | +21.3% | +5.0% | +16.3% | +22.1% |
| 6M | -22.4% | +24.9% | -47.3% | -22.2% |
| YTD | -11.3% | +21.6% | -32.9% | -10.9% |
| 1Y | +13.5% | +2.4% | +11.1% | +17.0% |
| 3Y | +162.1% | +47.3% | +114.8% | +164.4% |
| All | +162.1% | +44.6% | +117.5% | +164.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling