+232.7%
LITE vs EQX
+7.1%
+225.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +12.8% | -20.7% | -11.7% |
| 7D | -31.4% | +7.6% | -39.1% | -33.3% |
| 30D | -42.6% | +0.4% | -43.0% | -42.7% |
| 3M | -26.2% | +18.0% | -44.2% | -31.3% |
| 6M | -35.8% | -18.4% | -17.4% | -33.4% |
| YTD | +70.0% | -19.3% | +89.4% | +64.4% |
| 1Y | +232.7% | +9.2% | +223.5% | +122.3% |
| All | +232.7% | +7.1% | +225.7% | +122.3% |
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 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