+21.2%
IP vs EQX
+129.0%
-107.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | -0.3% | -10.5% | +10.2% | +0.7% |
| 30D | +7.9% | +0.2% | +7.7% | +7.8% |
| 3M | -15.3% | -7.9% | -7.4% | -14.9% |
| 6M | +10.5% | -28.6% | +39.1% | +12.4% |
| YTD | -9.4% | -26.3% | +16.9% | -8.4% |
| 1Y | -4.6% | -20.2% | +15.6% | -4.1% |
| 3Y | +21.2% | +131.1% | -109.9% | +8.3% |
| All | +21.2% | +129.0% | -107.8% | +8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling