-6.0%
AMT vs EQX
+17.2%
-23.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.8% |
| 7D | +1.1% | -3.2% | +4.3% | +1.2% |
| 30D | +4.4% | +7.8% | -3.4% | +4.4% |
| 3M | -5.2% | +21.3% | -26.5% | -4.9% |
| 6M | -0.8% | -22.4% | +21.6% | -0.4% |
| YTD | +3.3% | -11.3% | +14.6% | +4.3% |
| 1Y | -6.0% | +13.5% | -19.5% | -3.7% |
| All | -6.0% | +17.2% | -23.3% | -3.7% |
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