-29.3%
EW vs EQX
+83.7%
-113.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.6% | -4.4% | -2.9% |
| 7D | -6.2% | -3.2% | -3.0% | -5.9% |
| 30D | -9.3% | +7.8% | -17.1% | -10.1% |
| 3M | -1.6% | +21.3% | -23.0% | -3.8% |
| 6M | -0.8% | -22.4% | +21.6% | +0.8% |
| YTD | -1.0% | -11.3% | +10.3% | -1.2% |
| 1Y | +8.2% | +13.5% | -5.4% | +4.8% |
| 3Y | +12.7% | +162.1% | -149.5% | -3.5% |
| All | -29.3% | +83.7% | -113.0% | -39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling