-17.5%
IP vs EQX
+74.3%
-91.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.9% |
| 7D | +0.1% | +3.8% | -3.7% | -0.3% |
| 30D | -11.2% | +9.4% | -20.6% | -12.0% |
| 3M | +12.3% | +16.8% | -4.5% | +10.5% |
| 6M | -5.2% | -23.7% | +18.4% | -4.0% |
| YTD | -4.0% | -9.6% | +5.6% | -4.3% |
| 1Y | -19.2% | +29.1% | -48.3% | -22.0% |
| 3Y | +20.3% | +175.3% | -155.0% | +6.3% |
| 5Y | -17.5% | +77.3% | -94.7% | -29.2% |
| All | -17.5% | +74.3% | -91.8% | -29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling