+13.1%
HON vs EQX
+7.1%
+6.0%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +12.8% | -10.8% | +0.7% |
| 7D | +4.2% | +7.6% | -3.4% | +3.4% |
| 30D | +6.7% | +0.4% | +6.2% | +6.4% |
| 3M | -7.9% | +18.0% | -25.9% | -10.3% |
| 6M | +4.8% | -18.4% | +23.2% | +5.2% |
| YTD | +13.2% | -19.3% | +32.5% | +14.0% |
| 1Y | +13.1% | +9.2% | +3.8% | +13.0% |
| All | +13.1% | +7.1% | +6.0% | +13.0% |
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 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