+271.6%
NOW vs EQX
+232.0%
+39.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.9% |
| 7D | -6.2% | -3.2% | -3.0% | -5.9% |
| 30D | +6.1% | +7.8% | -1.7% | +5.2% |
| 3M | +28.6% | +21.3% | +7.2% | +25.9% |
| 6M | +14.6% | -22.4% | +37.0% | +16.3% |
| YTD | -13.5% | -11.3% | -2.2% | -13.7% |
| 1Y | -29.4% | +13.5% | -42.9% | -31.3% |
| 3Y | +9.4% | +162.1% | -152.8% | -4.6% |
| 5Y | +2.3% | +84.2% | -81.9% | -11.1% |
| All | +271.6% | +232.0% | +39.6% | +296.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling