-3.9%
ELF vs EQX
+7.1%
-11.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +12.8% | -10.9% | +0.5% |
| 7D | -1.5% | +7.6% | -9.2% | -2.4% |
| 30D | +9.5% | +0.4% | +9.1% | +9.2% |
| 3M | +29.4% | +18.0% | +11.4% | +28.4% |
| 6M | +83.7% | -18.4% | +102.1% | +82.4% |
| YTD | +49.4% | -19.3% | +68.8% | +54.2% |
| 1Y | -3.9% | +9.2% | -13.2% | +23.8% |
| All | -3.9% | +7.1% | -11.0% | +23.8% |
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 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