+199.6%
ARM vs EQX
+113.0%
+86.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.6% |
| 7D | +9.1% | -10.5% | +19.6% | +12.1% |
| 30D | -19.9% | +0.2% | -20.1% | -20.3% |
| 3M | -31.6% | -7.9% | -23.7% | -30.6% |
| 6M | -13.9% | -28.6% | +14.7% | -8.6% |
| YTD | +74.3% | -26.3% | +100.6% | +80.7% |
| 1Y | +35.8% | -20.2% | +56.0% | +38.3% |
| 3Y | +268.6% | +131.1% | +137.5% | +193.9% |
| All | +199.6% | +113.0% | +86.6% | +142.0% |
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