+52.4%
GEV vs EQX
+7.1%
+45.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +12.8% | -22.1% | -11.8% |
| 7D | -5.1% | +7.6% | -12.8% | -6.8% |
| 30D | -15.8% | +0.4% | -16.3% | -15.9% |
| 3M | -18.2% | +18.0% | -36.2% | -21.9% |
| 6M | -22.4% | -18.4% | -4.0% | -19.9% |
| YTD | +27.7% | -19.3% | +47.1% | +30.3% |
| 1Y | +52.4% | +9.2% | +43.1% | +39.1% |
| All | +52.4% | +7.1% | +45.3% | +39.1% |
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