-22.6%
IP vs EQX
+21.9%
-44.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.1% | +4.0% | -0.4% |
| 7D | -5.9% | -7.0% | +1.1% | -5.1% |
| 30D | -17.0% | +4.8% | -21.9% | -17.5% |
| 3M | +8.9% | +25.6% | -16.8% | +5.9% |
| 6M | -10.0% | -25.8% | +15.9% | -10.1% |
| YTD | -9.8% | -12.7% | +3.0% | -10.1% |
| 1Y | -22.6% | +14.1% | -36.6% | -23.2% |
| All | -22.6% | +21.9% | -44.5% | -23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling