+59.8%
ON vs EQX
+83.7%
-23.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.6% | +6.9% | +8.3% |
| 7D | +2.4% | -3.2% | +5.6% | +2.8% |
| 30D | -8.6% | +7.8% | -16.4% | -9.7% |
| 3M | -34.3% | +21.3% | -55.7% | -36.3% |
| 6M | +28.5% | -22.4% | +50.9% | +31.1% |
| YTD | +40.6% | -11.3% | +51.9% | +40.3% |
| 1Y | +55.3% | +13.5% | +41.8% | +49.7% |
| 3Y | -22.2% | +162.1% | -184.3% | -36.1% |
| All | +59.8% | +83.7% | -23.8% | +23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling