+43.4%
EQX vs WPM
+53.7%
-10.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -1.3% |
| 7D | -1.4% | +1.1% | -2.5% | -2.5% |
| 30D | +24.4% | +26.4% | -2.0% | -3.1% |
| 3M | +11.6% | +20.8% | -9.2% | -8.8% |
| 6M | -25.0% | +1.1% | -26.1% | -25.8% |
| YTD | -8.4% | +32.5% | -40.8% | -31.8% |
| 1Y | +43.4% | +51.5% | -8.1% | -9.4% |
| All | +43.4% | +53.7% | -10.3% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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