+72.8%
HCA vs EQX
+83.7%
-10.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.3% | +1.2% |
| 7D | +5.4% | -3.2% | +8.6% | +5.7% |
| 30D | +3.0% | +7.8% | -4.8% | +2.4% |
| 3M | +13.0% | +21.3% | -8.3% | +11.3% |
| 6M | -20.3% | -22.4% | +2.2% | -19.2% |
| YTD | -8.2% | -11.3% | +3.1% | -8.4% |
| 1Y | +6.7% | +13.5% | -6.8% | +4.0% |
| 3Y | +60.4% | +162.1% | -101.8% | +40.3% |
| All | +72.8% | +83.7% | -10.9% | +55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling