-72.2%
OPEN vs EQX
+24.7%
-96.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -3.9% | -2.8% |
| 7D | -2.9% | +1.7% | -4.7% | -3.4% |
| 30D | -13.8% | +11.1% | -24.9% | -16.5% |
| 3M | -30.9% | +23.1% | -54.0% | -35.6% |
| 6M | -40.9% | -21.8% | -19.1% | -37.9% |
| YTD | -48.5% | -8.1% | -40.4% | -49.1% |
| 1Y | -50.9% | +29.7% | -80.6% | -56.6% |
| 3Y | -20.6% | +179.9% | -200.5% | -45.8% |
| 5Y | -84.2% | +82.5% | -166.7% | -88.3% |
| All | -72.2% | +24.7% | -96.9% | -74.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling