+23.9%
OMC vs EQX
+7.1%
+16.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +12.8% | -7.6% | +4.6% |
| 7D | +12.5% | +7.6% | +4.9% | +12.0% |
| 30D | +16.3% | +0.4% | +15.8% | +15.9% |
| 3M | +8.1% | +18.0% | -9.9% | +6.9% |
| 6M | +17.2% | -18.4% | +35.5% | +17.4% |
| YTD | +11.8% | -19.3% | +31.1% | +15.1% |
| 1Y | +23.9% | +9.2% | +14.7% | +30.6% |
| All | +23.9% | +7.1% | +16.9% | +30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling