+233.4%
EQX price history and return analytics
+186.2%
+47.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -4.4% |
| 7D | -7.0% | -2.0% | -5.0% | -5.5% |
| 30D | +4.8% | -1.4% | +6.3% | +6.2% |
| 3M | +25.6% | +4.7% | +20.9% | +21.8% |
| 6M | -25.8% | +11.4% | -37.2% | -30.7% |
| YTD | -12.7% | +13.1% | -25.8% | -19.2% |
| 1Y | +14.1% | +19.0% | -5.0% | +2.0% |
| 3Y | +165.7% | +73.9% | +91.8% | +83.2% |
| 5Y | +81.2% | +65.4% | +15.8% | +24.8% |
| All | +233.4% | +186.2% | +47.1% | +216.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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