+9.2%
EQX vs Z
-54.2%
+63.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +9.4% | +3.4% | +11.1% |
| 7D | +7.6% | +10.2% | -2.5% | +6.0% |
| 30D | +0.4% | +23.7% | -23.2% | -3.1% |
| 3M | +18.0% | -6.6% | +24.5% | +17.4% |
| 6M | -18.4% | -23.0% | +4.7% | -17.3% |
| YTD | -19.3% | -50.3% | +31.0% | -10.3% |
| 1Y | +9.2% | -53.6% | +62.8% | +25.1% |
| All | +9.2% | -54.2% | +63.4% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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