+1,569.7%
HWM vs EQX
+244.1%
+1,325.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.3% |
| 7D | -8.0% | +1.7% | -9.8% | -8.2% |
| 30D | -18.0% | +11.1% | -29.1% | -19.0% |
| 3M | -9.5% | +23.1% | -32.6% | -11.7% |
| 6M | -8.4% | -21.8% | +13.5% | -6.9% |
| YTD | +13.6% | -8.1% | +21.7% | +13.2% |
| 1Y | +30.2% | +29.7% | +0.6% | +25.1% |
| 3Y | +392.2% | +179.9% | +212.3% | +327.4% |
| 5Y | +645.2% | +82.5% | +562.7% | +550.4% |
| All | +1,569.7% | +244.1% | +1,325.6% | +1,491.0% |
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