+99.6%
DE vs EQX
+83.7%
+16.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.4% |
| 7D | -2.6% | -3.2% | +0.6% | -2.3% |
| 30D | +9.0% | +7.8% | +1.3% | +8.3% |
| 3M | +19.1% | +21.3% | -2.2% | +17.1% |
| 6M | +14.4% | -22.4% | +36.8% | +15.8% |
| YTD | +45.9% | -11.3% | +57.3% | +46.1% |
| 1Y | +43.6% | +13.5% | +30.1% | +40.9% |
| 3Y | +75.9% | +162.1% | -86.3% | +57.0% |
| All | +99.6% | +83.7% | +16.0% | +84.9% |
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 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