+276.3%
NOW vs EQX
+238.5%
+37.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.3% | -3.7% | -4.9% |
| 7D | -6.1% | +3.8% | -9.9% | -6.4% |
| 30D | +7.5% | +9.4% | -1.9% | +6.5% |
| 3M | +17.5% | +16.8% | +0.7% | +15.5% |
| 6M | +7.9% | -23.7% | +31.6% | +9.7% |
| YTD | -12.4% | -9.6% | -2.8% | -12.7% |
| 1Y | -28.6% | +29.1% | -57.7% | -31.4% |
| 3Y | +11.8% | +175.3% | -163.5% | -2.9% |
| 5Y | +2.6% | +77.3% | -74.6% | -10.6% |
| All | +276.3% | +238.5% | +37.8% | +300.4% |
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