-54.2%
DOCS vs EQX
+47.6%
-101.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.1% | -2.4% |
| 7D | -0.8% | +18.8% | -19.5% | -3.5% |
| 30D | +17.4% | +5.2% | +12.2% | +16.3% |
| 3M | +57.4% | +7.5% | +49.9% | +54.8% |
| 6M | +26.5% | -19.6% | +46.1% | +29.2% |
| YTD | -26.6% | -17.6% | -9.0% | -26.8% |
| 1Y | -48.1% | +1.4% | -49.4% | -50.4% |
| 3Y | +52.6% | +139.0% | -86.4% | +15.8% |
| All | -54.2% | +47.6% | -101.8% | -59.8% |
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