+162.1%
EQX vs XHB
+23.1%
+139.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.1% |
| 7D | -3.2% | -4.6% | +1.4% | -1.6% |
| 30D | +7.8% | -9.1% | +16.9% | +11.3% |
| 3M | +21.3% | -8.6% | +29.9% | +24.9% |
| 6M | -22.4% | -4.0% | -18.4% | -21.3% |
| YTD | -11.3% | -3.9% | -7.4% | -10.3% |
| 1Y | +13.5% | -16.5% | +30.0% | +18.6% |
| 3Y | +162.1% | +22.6% | +139.6% | +122.8% |
| All | +162.1% | +23.1% | +139.1% | +122.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling