-22.4%
EQX vs XHB
-5.0%
-17.5%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.4% |
| 7D | -3.2% | -4.6% | +1.4% | +0.5% |
| 30D | +7.8% | -9.1% | +16.9% | +16.2% |
| 3M | +21.3% | -8.6% | +29.9% | +28.7% |
| 6M | -22.4% | -4.0% | -18.4% | -21.9% |
| All | -22.4% | -5.0% | -17.5% | -21.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling