+162.1%
EQX vs WPM
+267.3%
-105.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.4% | -0.6% |
| 7D | -3.2% | -0.6% | -2.6% | -2.6% |
| 30D | +7.8% | +14.4% | -6.7% | -6.9% |
| 3M | +21.3% | +37.0% | -15.6% | -13.2% |
| 6M | -22.4% | +4.1% | -26.5% | -25.5% |
| YTD | -11.3% | +31.7% | -43.0% | -34.0% |
| 1Y | +13.5% | +44.2% | -30.7% | -23.5% |
| 3Y | +162.1% | +265.5% | -103.4% | -39.8% |
| All | +162.1% | +267.3% | -105.1% | -39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling