+23.7%
JBL vs EQX
+7.1%
+16.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +12.8% | -17.6% | -6.9% |
| 7D | -11.1% | +7.6% | -18.8% | -12.3% |
| 30D | -14.1% | +0.4% | -14.5% | -14.2% |
| 3M | -23.9% | +18.0% | -41.9% | -26.7% |
| 6M | -24.1% | -18.4% | -5.7% | -22.7% |
| YTD | +13.5% | -19.3% | +32.8% | +15.1% |
| 1Y | +23.7% | +9.2% | +14.5% | +17.7% |
| All | +23.7% | +7.1% | +16.7% | +17.7% |
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