+55.4%
IOT vs EQX
+98.6%
-43.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.4% |
| 7D | -4.5% | -3.2% | -1.3% | -4.1% |
| 30D | -2.4% | +7.8% | -10.2% | -3.7% |
| 3M | +19.0% | +21.3% | -2.4% | +15.2% |
| 6M | +19.6% | -22.4% | +42.1% | +22.4% |
| YTD | +8.3% | -11.3% | +19.6% | +7.7% |
| 1Y | -0.8% | +13.5% | -14.3% | -5.8% |
| 3Y | +24.4% | +162.1% | -137.7% | -0.8% |
| All | +55.4% | +98.6% | -43.2% | +23.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling