+358.6%
META vs EQX
+243.0%
+115.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.2% |
| 7D | +6.7% | -1.4% | +8.1% | +6.8% |
| 30D | +4.8% | +24.4% | -19.6% | +2.5% |
| 3M | -1.6% | +11.6% | -13.2% | -2.9% |
| 6M | -7.5% | -25.0% | +17.5% | -5.8% |
| YTD | -6.4% | -8.4% | +2.0% | -6.8% |
| 1Y | -17.3% | +43.4% | -60.7% | -21.5% |
| 3Y | +109.9% | +162.0% | -52.1% | +83.2% |
| 5Y | +65.4% | +70.1% | -4.8% | +42.5% |
| All | +358.6% | +243.0% | +115.5% | +372.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling