+27.0%
ALL vs EQX
+42.9%
-15.9%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -1.5% |
| 7D | 0.0% | -1.4% | +1.4% | -0.1% |
| 30D | -1.5% | +24.4% | -25.9% | +0.4% |
| 3M | +23.6% | +11.6% | +12.0% | +25.5% |
| 6M | +22.3% | -25.0% | +47.3% | +21.5% |
| YTD | +26.5% | -8.4% | +34.9% | +27.6% |
| 1Y | +27.0% | +43.4% | -16.4% | +34.7% |
| All | +27.0% | +42.9% | -15.9% | +34.7% |
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