-1.9%
B vs EQX
-20.0%
+18.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | 0.0% |
| 7D | +1.0% | +1.7% | -0.7% | -0.1% |
| 30D | +9.5% | +11.1% | -1.6% | +2.1% |
| 3M | +14.3% | +23.1% | -8.8% | -0.9% |
| 6M | -1.9% | -21.8% | +20.0% | +10.7% |
| All | -1.9% | -20.0% | +18.1% | +10.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling