+36.2%
IP vs EQX
+243.0%
-206.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.6% | +2.4% |
| 7D | -5.3% | -1.4% | -3.9% | -5.2% |
| 30D | -10.9% | +24.4% | -35.2% | -12.2% |
| 3M | +11.2% | +11.6% | -0.4% | +10.1% |
| 6M | -10.2% | -25.0% | +14.8% | -9.3% |
| YTD | -2.0% | -8.4% | +6.4% | -2.3% |
| 1Y | -19.1% | +43.4% | -62.5% | -21.6% |
| 3Y | +20.9% | +162.0% | -141.1% | +11.3% |
| 5Y | -17.8% | +70.1% | -88.0% | -25.7% |
| All | +36.2% | +243.0% | -206.8% | +43.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling