-47.3%
DOCS vs EQX
+7.1%
-54.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +12.8% | -6.5% | +5.5% |
| 7D | +1.2% | +7.6% | -6.4% | +0.7% |
| 30D | +21.3% | +0.4% | +20.9% | +20.8% |
| 3M | +58.4% | +18.0% | +40.4% | +57.8% |
| 6M | +39.3% | -18.4% | +57.6% | +36.1% |
| YTD | -21.7% | -19.3% | -2.4% | -23.5% |
| 1Y | -47.3% | +9.2% | -56.6% | -45.4% |
| All | -47.3% | +7.1% | -54.4% | -45.4% |
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