+8.1%
EWZ vs EQX
+7.1%
+1.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +12.8% | -11.2% | -0.5% |
| 7D | -4.1% | +7.6% | -11.7% | -5.4% |
| 30D | -25.0% | +0.4% | -25.4% | -25.2% |
| 3M | -10.6% | +18.0% | -28.6% | -13.9% |
| 6M | -16.6% | -18.4% | +1.7% | -14.6% |
| YTD | +2.5% | -19.3% | +21.8% | +4.8% |
| 1Y | +8.1% | +9.2% | -1.2% | +6.3% |
| All | +8.1% | +7.1% | +1.0% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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