+229.5%
ETR vs EQX
+232.0%
-2.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | -1.8% | -3.2% | +1.4% | -1.6% |
| 30D | -1.8% | +7.8% | -9.5% | -2.3% |
| 3M | -3.6% | +21.3% | -24.9% | -4.9% |
| 6M | +2.6% | -22.4% | +25.0% | +3.6% |
| YTD | +16.0% | -11.3% | +27.3% | +15.8% |
| 1Y | +20.1% | +13.5% | +6.6% | +17.8% |
| 3Y | +143.6% | +162.1% | -18.5% | +122.4% |
| 5Y | +124.4% | +84.2% | +40.2% | +104.4% |
| All | +229.5% | +232.0% | -2.5% | +204.8% |
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