+43.6%
O vs EQX
+232.0%
-188.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -0.2% |
| 7D | -2.9% | -3.2% | +0.3% | -2.7% |
| 30D | -4.5% | +7.8% | -12.3% | -5.1% |
| 3M | -2.6% | +21.3% | -24.0% | -4.2% |
| 6M | -5.6% | -22.4% | +16.8% | -4.5% |
| YTD | +9.3% | -11.3% | +20.6% | +9.1% |
| 1Y | +4.3% | +13.5% | -9.2% | +2.0% |
| 3Y | +27.4% | +162.1% | -134.7% | +14.5% |
| 5Y | +17.1% | +84.2% | -67.1% | +5.1% |
| All | +43.6% | +232.0% | -188.5% | +27.7% |
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