+972.7%
SOXX vs EQX
+232.0%
+740.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.2% | +1.7% |
| 7D | +1.4% | -3.2% | +4.6% | +1.8% |
| 30D | -3.6% | +7.8% | -11.3% | -4.7% |
| 3M | -10.2% | +21.3% | -31.5% | -12.8% |
| 6M | +54.2% | -22.4% | +76.7% | +57.4% |
| YTD | +75.2% | -11.3% | +86.5% | +75.1% |
| 1Y | +107.5% | +13.5% | +94.0% | +100.8% |
| 3Y | +226.8% | +162.1% | +64.6% | +179.9% |
| 5Y | +251.2% | +84.2% | +167.0% | +196.2% |
| All | +972.7% | +232.0% | +740.7% | +1,086.3% |
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