+50.0%
ONTO vs EQX
+129.0%
-79.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.8% |
| 7D | +17.5% | -10.5% | +28.0% | +20.2% |
| 30D | -15.7% | +0.2% | -15.8% | -16.1% |
| 3M | -39.7% | -7.9% | -31.8% | -39.0% |
| 6M | -26.5% | -28.6% | +2.1% | -22.8% |
| YTD | +29.0% | -26.3% | +55.2% | +33.7% |
| 1Y | +57.0% | -20.2% | +77.2% | +60.4% |
| 3Y | +50.0% | +131.1% | -81.1% | +33.3% |
| All | +50.0% | +129.0% | -79.1% | +33.3% |
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