+148.8%
ENB vs EQX
+226.7%
-77.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.1% | +1.2% | -3.4% |
| 7D | -4.6% | -7.0% | +2.5% | -3.9% |
| 30D | -5.2% | +4.8% | -10.1% | -5.8% |
| 3M | -13.4% | +25.6% | -39.0% | -15.7% |
| 6M | -7.8% | -25.8% | +18.0% | -6.0% |
| YTD | +4.9% | -12.7% | +17.6% | +4.6% |
| 1Y | +3.2% | +14.1% | -10.8% | -0.4% |
| 3Y | +71.0% | +165.7% | -94.8% | +45.5% |
| 5Y | +64.0% | +81.2% | -17.2% | +39.9% |
| All | +148.8% | +226.7% | -77.9% | +123.7% |
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