+64.5%
SYY vs EQX
+232.0%
-167.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +1.0% |
| 7D | +3.9% | -3.2% | +7.1% | +4.2% |
| 30D | -1.7% | +7.8% | -9.5% | -2.3% |
| 3M | +5.2% | +21.3% | -16.2% | +3.5% |
| 6M | -0.2% | -22.4% | +22.2% | +1.0% |
| YTD | +15.4% | -11.3% | +26.7% | +15.3% |
| 1Y | +5.6% | +13.5% | -7.9% | +3.2% |
| 3Y | +28.9% | +162.1% | -133.3% | +14.7% |
| 5Y | +24.1% | +84.2% | -60.1% | +10.3% |
| All | +64.5% | +232.0% | -167.6% | +52.8% |
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 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