+17.4%
IJH vs EQX
+7.1%
+10.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +12.8% | -12.2% | -0.6% |
| 7D | +1.7% | +7.6% | -5.9% | +0.9% |
| 30D | +1.2% | +0.4% | +0.8% | +1.0% |
| 3M | -3.4% | +18.0% | -21.4% | -5.3% |
| 6M | +3.7% | -18.4% | +22.0% | +4.7% |
| YTD | +13.9% | -19.3% | +33.2% | +14.5% |
| 1Y | +17.4% | +9.2% | +8.2% | +14.5% |
| All | +17.4% | +7.1% | +10.4% | +14.5% |
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