+104.7%
EEM vs EQX
+232.0%
-127.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.4% | +1.1% |
| 7D | -1.3% | -3.2% | +1.9% | -0.9% |
| 30D | +2.1% | +7.8% | -5.7% | +1.1% |
| 3M | +1.0% | +21.3% | -20.3% | -1.5% |
| 6M | +15.9% | -22.4% | +38.3% | +18.1% |
| YTD | +24.6% | -11.3% | +36.0% | +24.7% |
| 1Y | +32.3% | +13.5% | +18.8% | +28.6% |
| 3Y | +85.9% | +162.1% | -76.2% | +61.7% |
| 5Y | +45.4% | +84.2% | -38.8% | +25.9% |
| All | +104.7% | +232.0% | -127.4% | +95.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling