-22.2%
ON vs EQX
+168.9%
-191.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.6% | +6.9% | +8.3% |
| 7D | +2.4% | -3.2% | +5.6% | +2.7% |
| 30D | -8.6% | +7.8% | -16.4% | -9.4% |
| 3M | -34.3% | +21.3% | -55.7% | -35.9% |
| 6M | +28.5% | -22.4% | +50.9% | +29.3% |
| YTD | +40.6% | -11.3% | +51.9% | +40.1% |
| 1Y | +55.3% | +13.5% | +41.8% | +52.3% |
| 3Y | -22.2% | +162.1% | -184.3% | -29.4% |
| All | -22.2% | +168.9% | -191.1% | -29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling