+28.4%
D vs EQX
+244.1%
-215.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -1.8% |
| 7D | -0.4% | +1.7% | -2.2% | -0.5% |
| 30D | -2.1% | +11.1% | -13.2% | -2.6% |
| 3M | -0.7% | +23.1% | -23.8% | -1.9% |
| 6M | +5.6% | -21.8% | +27.4% | +6.4% |
| YTD | +14.6% | -8.1% | +22.7% | +14.3% |
| 1Y | +15.3% | +29.7% | -14.3% | +12.7% |
| 3Y | +59.1% | +179.9% | -120.8% | +47.2% |
| 5Y | +3.9% | +82.5% | -78.6% | -3.8% |
| All | +28.4% | +244.1% | -215.7% | +25.3% |
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