-65.2%
DOCS vs EQX
+29.7%
-94.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.0% |
| 7D | -8.1% | +1.7% | -9.8% | -8.1% |
| 30D | -5.6% | +11.1% | -16.7% | -6.1% |
| 3M | +18.3% | +23.1% | -4.8% | +17.6% |
| 6M | -5.1% | -21.8% | +16.7% | -7.6% |
| YTD | -45.4% | -8.1% | -37.3% | -46.3% |
| 1Y | -65.2% | +29.7% | -94.9% | -65.1% |
| All | -65.2% | +29.7% | -94.9% | -65.1% |
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