+118.5%
HD vs EQX
+244.1%
-125.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.1% |
| 7D | -1.8% | +1.7% | -3.6% | -1.9% |
| 30D | -10.8% | +11.1% | -21.9% | -11.5% |
| 3M | -2.7% | +23.1% | -25.8% | -4.1% |
| 6M | -10.3% | -21.8% | +11.6% | -9.4% |
| YTD | -7.8% | -8.1% | +0.3% | -8.1% |
| 1Y | -23.1% | +29.7% | -52.8% | -25.2% |
| 3Y | +2.0% | +179.9% | -177.9% | -7.4% |
| 5Y | +6.2% | +82.5% | -76.3% | -4.6% |
| All | +118.5% | +244.1% | -125.6% | +122.9% |
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