+15.7%
GEHC vs EQX
+7.1%
+8.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +12.8% | -6.4% | +5.3% |
| 7D | +13.2% | +7.6% | +5.5% | +12.4% |
| 30D | +30.6% | +0.4% | +30.2% | +30.1% |
| 3M | +22.2% | +18.0% | +4.2% | +20.6% |
| 6M | +40.8% | -18.4% | +59.2% | +43.3% |
| YTD | +4.8% | -19.3% | +24.2% | +7.4% |
| 1Y | +15.7% | +9.2% | +6.5% | +20.6% |
| All | +15.7% | +7.1% | +8.7% | +20.6% |
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