+491.5%
P vs EQX
+244.1%
+247.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -4.2% |
| 7D | +5.0% | +1.7% | +3.3% | +4.8% |
| 30D | -0.9% | +11.1% | -12.0% | -2.5% |
| 3M | +38.7% | +23.1% | +15.6% | +34.5% |
| 6M | +54.4% | -21.8% | +76.2% | +57.2% |
| YTD | +44.8% | -8.1% | +52.9% | +44.1% |
| 1Y | +22.5% | +29.7% | -7.1% | +17.0% |
| 3Y | +148.2% | +179.9% | -31.7% | +112.1% |
| 5Y | +268.9% | +82.5% | +186.4% | +218.0% |
| All | +491.5% | +244.1% | +247.4% | +529.5% |
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