-17.4%
GIS vs EQX
+7.1%
-24.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +12.8% | -7.6% | +4.9% |
| 7D | +8.5% | +7.6% | +0.8% | +8.2% |
| 30D | +15.3% | +0.4% | +14.9% | +15.1% |
| 3M | +0.9% | +18.0% | -17.0% | +0.7% |
| 6M | +7.9% | -18.4% | +26.3% | +8.7% |
| YTD | -17.6% | -19.3% | +1.7% | -15.7% |
| 1Y | -17.4% | +9.2% | -26.6% | -12.0% |
| All | -17.4% | +7.1% | -24.4% | -12.0% |
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