+162.4%
EXPE vs EQX
+168.9%
-6.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.3% |
| 7D | -5.8% | -3.2% | -2.6% | -5.6% |
| 30D | -13.6% | +7.8% | -21.4% | -14.1% |
| 3M | +25.2% | +21.3% | +3.8% | +23.4% |
| 6M | +22.3% | -22.4% | +44.8% | +23.6% |
| YTD | -0.3% | -11.3% | +11.0% | -1.0% |
| 1Y | +27.8% | +13.5% | +14.3% | +23.3% |
| 3Y | +162.4% | +162.1% | +0.3% | +121.3% |
| All | +162.4% | +168.9% | -6.5% | +121.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling