+769.7%
GE vs EQX
+226.7%
+543.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.1% | +4.7% | 0.0% |
| 7D | -2.8% | -7.0% | +4.2% | -2.3% |
| 30D | -11.9% | +4.8% | -16.8% | -12.4% |
| 3M | +1.8% | +25.6% | -23.8% | -0.4% |
| 6M | -0.6% | -25.8% | +25.2% | +1.0% |
| YTD | +5.5% | -12.7% | +18.3% | +5.6% |
| 1Y | +15.0% | +14.1% | +0.9% | +12.5% |
| 3Y | +269.5% | +165.7% | +103.8% | +235.2% |
| 5Y | +422.4% | +81.2% | +341.2% | +369.4% |
| All | +769.7% | +226.7% | +543.0% | +718.2% |
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