+547.6%
GOOG vs EQX
+232.0%
+315.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.4% |
| 7D | 0.0% | -3.2% | +3.2% | +0.3% |
| 30D | -2.0% | +7.8% | -9.7% | -2.7% |
| 3M | -5.9% | +21.3% | -27.2% | -7.8% |
| 6M | +8.9% | -22.4% | +31.3% | +10.6% |
| YTD | +7.1% | -11.3% | +18.4% | +6.9% |
| 1Y | +39.7% | +13.5% | +26.2% | +35.9% |
| 3Y | +145.8% | +162.1% | -16.3% | +117.0% |
| 5Y | +138.6% | +84.2% | +54.4% | +107.4% |
| All | +547.6% | +232.0% | +315.5% | +572.2% |
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