+405.6%
ADI vs EQX
+232.0%
+173.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.2% | +4.7% |
| 7D | +4.6% | -3.2% | +7.8% | +4.9% |
| 30D | -1.2% | +7.8% | -8.9% | -2.0% |
| 3M | -7.8% | +21.3% | -29.1% | -9.8% |
| 6M | +19.3% | -22.4% | +41.8% | +21.2% |
| YTD | +40.9% | -11.3% | +52.2% | +40.9% |
| 1Y | +54.5% | +13.5% | +41.0% | +50.7% |
| 3Y | +123.4% | +162.1% | -38.7% | +98.2% |
| 5Y | +142.3% | +84.2% | +58.1% | +111.0% |
| All | +405.6% | +232.0% | +173.5% | +467.5% |
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