+55.9%
OVV vs EQX
+42.9%
+13.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.6% | -1.9% |
| 7D | +0.3% | -1.4% | +1.6% | +0.2% |
| 30D | +11.7% | +24.4% | -12.6% | +13.0% |
| 3M | +9.8% | +11.6% | -1.8% | +11.1% |
| 6M | +26.6% | -25.0% | +51.6% | +29.4% |
| YTD | +67.0% | -8.4% | +75.4% | +67.5% |
| 1Y | +55.9% | +43.4% | +12.5% | +66.6% |
| All | +55.9% | +42.9% | +13.0% | +66.6% |
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