-18.5%
JD vs EQX
+17.2%
-35.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | 0.0% |
| 7D | -4.2% | -3.2% | -1.0% | -4.0% |
| 30D | -14.4% | +7.8% | -22.2% | -15.1% |
| 3M | -3.6% | +21.3% | -24.9% | -5.3% |
| 6M | -0.3% | -22.4% | +22.1% | +1.4% |
| YTD | -2.4% | -11.3% | +9.0% | -1.9% |
| 1Y | -18.5% | +13.5% | -32.0% | -19.1% |
| All | -18.5% | +17.2% | -35.8% | -19.1% |
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 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