+143.3%
DELL vs EQX
+7.1%
+136.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +12.8% | -21.6% | -11.9% |
| 7D | -24.6% | +7.6% | -32.2% | -26.1% |
| 30D | -32.5% | +0.4% | -32.9% | -32.6% |
| 3M | -20.2% | +18.0% | -38.2% | -24.0% |
| 6M | +76.5% | -18.4% | +94.8% | +79.9% |
| YTD | +198.9% | -19.3% | +218.2% | +208.2% |
| 1Y | +143.3% | +9.2% | +134.1% | +126.6% |
| All | +143.3% | +7.1% | +136.3% | +126.6% |
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 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