+43.4%
EQX vs XHB
-9.3%
+52.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.3% | -2.9% |
| 7D | -1.4% | -1.3% | -0.1% | -0.7% |
| 30D | +24.4% | -6.9% | +31.3% | +28.8% |
| 3M | +11.6% | -1.3% | +12.9% | +12.1% |
| 6M | -25.0% | -6.8% | -18.2% | -25.6% |
| YTD | -8.4% | +0.7% | -9.1% | -9.4% |
| 1Y | +43.4% | -11.2% | +54.6% | +50.7% |
| All | +43.4% | -9.3% | +52.7% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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