+548.0%
GOOGL vs EQX
+232.0%
+316.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.1% | +1.6% |
| 7D | 0.0% | -3.2% | +3.2% | +0.3% |
| 30D | -1.4% | +7.8% | -9.2% | -2.2% |
| 3M | -5.3% | +21.3% | -26.7% | -7.3% |
| 6M | +9.8% | -22.4% | +32.2% | +11.5% |
| YTD | +8.4% | -11.3% | +19.7% | +8.2% |
| 1Y | +41.2% | +13.5% | +27.7% | +37.4% |
| 3Y | +149.6% | +162.1% | -12.6% | +120.6% |
| 5Y | +142.6% | +84.2% | +58.4% | +111.1% |
| All | +548.0% | +232.0% | +316.0% | +572.3% |
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