-3.5%
IR vs EQX
+42.9%
-46.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.6% | +1.5% |
| 7D | -2.8% | -1.4% | -1.4% | -2.7% |
| 30D | -15.1% | +24.4% | -39.5% | -17.4% |
| 3M | +6.1% | +11.6% | -5.5% | +4.3% |
| 6M | -16.8% | -25.0% | +8.2% | -16.1% |
| YTD | -3.5% | -8.4% | +4.8% | -3.1% |
| 1Y | -3.5% | +43.4% | -46.9% | -7.2% |
| All | -3.5% | +42.9% | -46.4% | -7.2% |
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