+268.8%
ALL vs EQX
+226.7%
+42.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.1% | +4.4% | -0.6% |
| 7D | -4.3% | -7.0% | +2.7% | -4.1% |
| 30D | -3.6% | +4.8% | -8.4% | -3.7% |
| 3M | +13.2% | +25.6% | -12.4% | +12.5% |
| 6M | +22.5% | -25.8% | +48.3% | +23.4% |
| YTD | +22.7% | -12.7% | +35.5% | +22.6% |
| 1Y | +28.3% | +14.1% | +14.2% | +26.7% |
| 3Y | +152.0% | +165.7% | -13.7% | +137.5% |
| 5Y | +115.4% | +81.2% | +34.2% | +102.5% |
| All | +268.8% | +226.7% | +42.1% | +282.1% |
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