-24.4%
OPEN vs EQX
+168.9%
-193.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.9% |
| 7D | -11.4% | -3.2% | -8.2% | -10.4% |
| 30D | -20.1% | +7.8% | -27.8% | -22.0% |
| 3M | -37.6% | +21.3% | -58.9% | -41.8% |
| 6M | -47.1% | -22.4% | -24.6% | -43.8% |
| YTD | -52.1% | -11.3% | -40.8% | -52.4% |
| 1Y | -73.5% | +13.5% | -87.0% | -76.2% |
| 3Y | -24.4% | +162.1% | -186.5% | -48.7% |
| All | -24.4% | +168.9% | -193.3% | -48.7% |
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 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