+176.0%
QLD vs EQX
+178.7%
-2.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.9% |
| 7D | +1.9% | +1.7% | +0.1% | +1.6% |
| 30D | -1.8% | +11.1% | -12.9% | -3.8% |
| 3M | -0.1% | +23.1% | -23.2% | -4.3% |
| 6M | +32.6% | -21.8% | +54.4% | +35.2% |
| YTD | +27.9% | -8.1% | +36.0% | +26.7% |
| 1Y | +40.3% | +29.7% | +10.6% | +31.7% |
| All | +176.0% | +178.7% | -2.7% | +131.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling