+245.6%
RTX vs EQX
+244.1%
+1.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.7% |
| 7D | -1.6% | +1.7% | -3.4% | -1.7% |
| 30D | -11.6% | +11.1% | -22.7% | -12.2% |
| 3M | +9.2% | +23.1% | -13.9% | +7.5% |
| 6M | -4.4% | -21.8% | +17.4% | -3.6% |
| YTD | +8.9% | -8.1% | +17.0% | +8.5% |
| 1Y | +32.1% | +29.7% | +2.4% | +28.6% |
| 3Y | +151.2% | +179.9% | -28.7% | +129.6% |
| 5Y | +162.9% | +82.5% | +80.4% | +140.9% |
| All | +245.6% | +244.1% | +1.6% | +260.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling