+50.8%
NDAQ vs EQX
+83.7%
-32.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.6% |
| 7D | -5.6% | -3.2% | -2.4% | -5.4% |
| 30D | -4.4% | +7.8% | -12.1% | -4.8% |
| 3M | +5.9% | +21.3% | -15.5% | +4.6% |
| 6M | +7.7% | -22.4% | +30.2% | +8.7% |
| YTD | -5.2% | -11.3% | +6.2% | -5.3% |
| 1Y | -3.4% | +13.5% | -16.9% | -5.2% |
| 3Y | +85.6% | +162.1% | -76.5% | +70.1% |
| All | +50.8% | +83.7% | -32.8% | +36.0% |
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