+1,938.3%
LITE vs EQX
+178.7%
+1,759.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.7% |
| 7D | +13.6% | +1.7% | +11.9% | +13.0% |
| 30D | +21.6% | +11.1% | +10.5% | +18.3% |
| 3M | +20.3% | +23.1% | -2.7% | +13.9% |
| 6M | +54.4% | -21.8% | +76.2% | +59.0% |
| YTD | +168.3% | -8.1% | +176.4% | +165.0% |
| 1Y | +551.8% | +29.7% | +522.1% | +503.9% |
| All | +1,938.3% | +178.7% | +1,759.6% | +1,518.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling