+95.4%
HBAN vs EQX
+232.0%
-136.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.9% | +0.7% |
| 7D | -1.0% | -3.2% | +2.2% | -0.9% |
| 30D | -5.6% | +7.8% | -13.4% | -5.8% |
| 3M | -1.1% | +21.3% | -22.5% | -1.8% |
| 6M | +9.9% | -22.4% | +32.3% | +10.3% |
| YTD | -0.9% | -11.3% | +10.4% | -1.1% |
| 1Y | -1.4% | +13.5% | -14.9% | -2.3% |
| 3Y | +78.2% | +162.1% | -83.9% | +71.1% |
| 5Y | +37.0% | +84.2% | -47.2% | +29.7% |
| All | +95.4% | +232.0% | -136.6% | +113.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling