+112.3%
NI vs EQX
+232.0%
-119.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.7% | -0.1% |
| 7D | 0.0% | -3.2% | +3.2% | +0.2% |
| 30D | -1.4% | +7.8% | -9.1% | -1.8% |
| 3M | -10.6% | +21.3% | -31.9% | -11.6% |
| 6M | -9.3% | -22.4% | +13.1% | -8.6% |
| YTD | +1.1% | -11.3% | +12.5% | +1.0% |
| 1Y | +3.4% | +13.5% | -10.1% | +1.7% |
| 3Y | +67.9% | +162.1% | -94.3% | +56.1% |
| 5Y | +98.0% | +84.2% | +13.8% | +82.2% |
| All | +112.3% | +232.0% | -119.8% | +105.9% |
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