+5.3%
WMT vs EQX
+17.2%
-12.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.4% |
| 7D | 0.0% | -3.2% | +3.2% | -0.1% |
| 30D | -7.4% | +7.8% | -15.2% | -7.2% |
| 3M | -10.9% | +21.3% | -32.2% | -10.3% |
| 6M | -12.7% | -22.4% | +9.7% | -12.5% |
| YTD | -3.2% | -11.3% | +8.1% | -2.5% |
| 1Y | +5.3% | +13.5% | -8.2% | +6.1% |
| All | +5.3% | +17.2% | -12.0% | +6.1% |
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