-14.0%
META vs EQX
+21.9%
-35.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.1% | +3.6% | -1.0% |
| 7D | +5.5% | -7.0% | +12.5% | +6.1% |
| 30D | +7.6% | +4.8% | +2.7% | +7.1% |
| 3M | +13.0% | +25.6% | -12.7% | +10.9% |
| 6M | -1.3% | -25.8% | +24.5% | -1.2% |
| YTD | -2.2% | -12.7% | +10.5% | -2.3% |
| 1Y | -14.0% | +14.1% | -28.1% | -14.4% |
| All | -14.0% | +21.9% | -35.9% | -14.4% |
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