-10.1%
OTIS vs EQX
+7.1%
-17.2%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +12.8% | -8.9% | +3.4% |
| 7D | +9.5% | +7.6% | +1.9% | +9.1% |
| 30D | +21.1% | +0.4% | +20.7% | +20.9% |
| 3M | +9.0% | +18.0% | -9.0% | +8.2% |
| 6M | +6.4% | -18.4% | +24.8% | +7.0% |
| YTD | -7.1% | -19.3% | +12.2% | -5.9% |
| 1Y | -10.1% | +9.2% | -19.4% | -9.0% |
| All | -10.1% | +7.1% | -17.2% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling