+452.1%
ASX vs EQX
+168.9%
+283.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.2% |
| 7D | +5.2% | -3.2% | +8.4% | +5.8% |
| 30D | +0.5% | +7.8% | -7.3% | -0.9% |
| 3M | +8.3% | +21.3% | -13.0% | +4.3% |
| 6M | +82.0% | -22.4% | +104.5% | +85.3% |
| YTD | +147.6% | -11.3% | +158.9% | +146.8% |
| 1Y | +258.8% | +13.5% | +245.3% | +245.0% |
| 3Y | +452.1% | +162.1% | +289.9% | +375.9% |
| All | +452.1% | +168.9% | +283.1% | +375.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling