+1,403.0%
ASX vs EQX
+238.5%
+1,164.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.3% |
| 7D | +6.3% | +3.8% | +2.5% | +5.7% |
| 30D | +6.4% | +9.4% | -3.0% | +4.9% |
| 3M | +13.1% | +16.8% | -3.7% | +10.2% |
| 6M | +90.3% | -23.7% | +114.0% | +94.8% |
| YTD | +149.6% | -9.6% | +159.2% | +148.9% |
| 1Y | +249.2% | +29.1% | +220.1% | +231.6% |
| 3Y | +445.9% | +175.3% | +270.6% | +359.2% |
| 5Y | +477.7% | +77.3% | +400.5% | +386.9% |
| All | +1,403.0% | +238.5% | +1,164.5% | +1,235.6% |
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