-4.6%
IP vs EQX
-21.7%
+17.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | -0.3% | -10.5% | +10.2% | +1.3% |
| 30D | +7.9% | +0.2% | +7.7% | +7.7% |
| 3M | -15.3% | -7.9% | -7.4% | -14.6% |
| 6M | +10.5% | -28.6% | +39.1% | +12.9% |
| YTD | -9.4% | -26.3% | +16.9% | -7.4% |
| 1Y | -4.6% | -20.2% | +15.6% | -2.9% |
| All | -4.6% | -21.7% | +17.1% | -2.9% |
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 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