+307.7%
B vs EQX
+244.1%
+63.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.3% |
| 7D | +1.0% | +1.7% | -0.7% | +0.3% |
| 30D | +9.5% | +11.1% | -1.6% | +4.3% |
| 3M | +14.3% | +23.1% | -8.8% | +3.9% |
| 6M | -1.9% | -21.8% | +20.0% | +8.6% |
| YTD | +4.1% | -8.1% | +12.2% | +6.7% |
| 1Y | +56.1% | +29.7% | +26.4% | +37.2% |
| 3Y | +202.0% | +179.9% | +22.1% | +77.3% |
| 5Y | +158.8% | +82.5% | +76.3% | +65.8% |
| All | +307.7% | +244.1% | +63.6% | +125.6% |
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