+272.6%
P vs EQX
+83.7%
+188.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.6% | +2.7% | +4.1% |
| 7D | -1.3% | -3.2% | +1.9% | -0.9% |
| 30D | -11.9% | +7.8% | -19.6% | -13.0% |
| 3M | +41.6% | +21.3% | +20.3% | +37.2% |
| 6M | +58.1% | -22.4% | +80.5% | +61.2% |
| YTD | +46.5% | -11.3% | +57.8% | +46.3% |
| 1Y | +19.1% | +13.5% | +5.6% | +15.2% |
| 3Y | +150.6% | +162.1% | -11.6% | +114.9% |
| All | +272.6% | +83.7% | +188.9% | +229.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling