-34.2%
NKE vs EQX
+6.3%
-40.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +3.0% | +10.8% | -7.8% | +2.5% |
| 30D | +14.3% | -0.9% | +15.2% | +14.0% |
| 3M | -5.8% | +9.5% | -15.3% | -6.4% |
| 6M | -6.3% | -16.8% | +10.5% | -6.4% |
| YTD | -36.3% | -19.3% | -16.9% | -36.0% |
| 1Y | -34.2% | +6.9% | -41.1% | -35.0% |
| All | -34.2% | +6.3% | -40.5% | -35.0% |
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