+54.4%
HAL vs EQX
+226.7%
-172.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.1% | +2.2% | -2.2% |
| 7D | -3.3% | -7.0% | +3.7% | -2.3% |
| 30D | +7.2% | +4.8% | +2.4% | +6.3% |
| 3M | -8.8% | +25.6% | -34.4% | -12.2% |
| 6M | +3.0% | -25.8% | +28.8% | +5.8% |
| YTD | +29.4% | -12.7% | +42.1% | +28.7% |
| 1Y | +62.8% | +14.1% | +48.8% | +53.9% |
| 3Y | -6.4% | +165.7% | -172.2% | -27.5% |
| 5Y | +103.6% | +81.2% | +22.4% | +60.0% |
| All | +54.4% | +226.7% | -172.3% | +38.9% |
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