+43.6%
DE vs EQX
+17.2%
+26.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.5% |
| 7D | -2.6% | -3.2% | +0.6% | -2.3% |
| 30D | +9.0% | +7.8% | +1.3% | +8.2% |
| 3M | +19.1% | +21.3% | -2.2% | +16.8% |
| 6M | +14.4% | -22.4% | +36.8% | +16.3% |
| YTD | +45.9% | -11.3% | +57.3% | +48.9% |
| 1Y | +43.6% | +13.5% | +30.1% | +46.9% |
| All | +43.6% | +17.2% | +26.4% | +46.9% |
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