+38.7%
EXPE vs EQX
+42.9%
-4.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.6% |
| 7D | -9.5% | -1.4% | -8.1% | -9.5% |
| 30D | -6.6% | +24.4% | -31.0% | -6.7% |
| 3M | +31.4% | +11.6% | +19.8% | +31.0% |
| 6M | +35.2% | -25.0% | +60.2% | +32.8% |
| YTD | +5.8% | -8.4% | +14.2% | +4.7% |
| 1Y | +38.7% | +43.4% | -4.7% | +35.7% |
| All | +38.7% | +42.9% | -4.3% | +35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling