+138.3%
ADI vs EQX
+83.7%
+54.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.2% | +4.7% |
| 7D | +4.6% | -3.2% | +7.8% | +5.0% |
| 30D | -1.2% | +7.8% | -8.9% | -2.2% |
| 3M | -7.8% | +21.3% | -29.1% | -10.3% |
| 6M | +19.3% | -22.4% | +41.8% | +21.6% |
| YTD | +40.9% | -11.3% | +52.2% | +40.8% |
| 1Y | +54.5% | +13.5% | +41.0% | +49.6% |
| 3Y | +123.4% | +162.1% | -38.7% | +90.2% |
| All | +138.3% | +83.7% | +54.6% | +97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling