+447.1%
ASX vs EQX
+73.3%
+373.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.1% | +1.8% | -2.5% |
| 7D | +6.5% | -7.0% | +13.5% | +7.7% |
| 30D | +3.1% | +4.8% | -1.7% | +2.2% |
| 3M | +17.4% | +25.6% | -8.3% | +12.8% |
| 6M | +85.4% | -25.8% | +111.3% | +90.9% |
| YTD | +150.1% | -12.7% | +162.8% | +150.4% |
| 1Y | +256.3% | +14.1% | +242.2% | +242.3% |
| 3Y | +446.9% | +165.7% | +281.1% | +353.0% |
| 5Y | +447.1% | +81.2% | +365.9% | +347.9% |
| All | +447.1% | +73.3% | +373.8% | +347.9% |
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 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