+1,264.4%
BE vs EQX
+83.7%
+1,180.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.6% | +5.0% | +6.1% |
| 7D | +9.0% | -3.2% | +12.2% | +10.3% |
| 30D | +16.3% | +7.8% | +8.5% | +12.5% |
| 3M | +10.8% | +21.3% | -10.5% | +2.1% |
| 6M | +73.2% | -22.4% | +95.6% | +85.1% |
| YTD | +217.4% | -11.3% | +228.7% | +221.1% |
| 1Y | +309.8% | +13.5% | +296.3% | +280.8% |
| 3Y | +1,726.2% | +162.1% | +1,564.0% | +1,079.4% |
| All | +1,264.4% | +83.7% | +1,180.8% | +909.0% |
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