+51.0%
HPQ vs EQX
+83.7%
-32.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.6% | +6.8% | +8.3% |
| 7D | +9.8% | -3.2% | +13.0% | +10.0% |
| 30D | +22.4% | +7.8% | +14.6% | +21.6% |
| 3M | +45.2% | +21.3% | +23.8% | +43.0% |
| 6M | +96.4% | -22.4% | +118.8% | +98.5% |
| YTD | +65.4% | -11.3% | +76.7% | +64.8% |
| 1Y | +31.6% | +13.5% | +18.1% | +28.2% |
| 3Y | +37.0% | +162.1% | -125.1% | +20.9% |
| All | +51.0% | +83.7% | -32.7% | +29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling