+96.9%
AU vs EQX
+42.9%
+54.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | 0.0% | -0.5% |
| 7D | -3.6% | -1.4% | -2.3% | -2.7% |
| 30D | +23.9% | +24.4% | -0.5% | +4.6% |
| 3M | +19.1% | +11.6% | +7.5% | +9.1% |
| 6M | -0.2% | -25.0% | +24.8% | +22.2% |
| YTD | +32.5% | -8.4% | +40.8% | +40.2% |
| 1Y | +96.9% | +43.4% | +53.5% | +66.2% |
| All | +96.9% | +42.9% | +54.0% | +66.2% |
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