+13.3%
YUM vs EQX
+6.3%
+7.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +7.5% | +10.8% | -3.3% | +7.1% |
| 30D | +18.8% | -0.9% | +19.7% | +18.4% |
| 3M | +9.6% | +9.5% | 0.0% | +9.1% |
| 6M | +9.0% | -16.8% | +25.8% | +8.2% |
| YTD | +11.4% | -19.3% | +30.7% | +12.0% |
| 1Y | +13.3% | +6.9% | +6.5% | +18.3% |
| All | +13.3% | +6.3% | +7.1% | +18.3% |
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 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