+74.7%
PBR vs EQX
+17.2%
+57.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.5% | -0.8% |
| 7D | +5.4% | -3.2% | +8.6% | +5.3% |
| 30D | +22.9% | +7.8% | +15.1% | +22.8% |
| 3M | +19.6% | +21.3% | -1.7% | +19.6% |
| 6M | +16.5% | -22.4% | +38.9% | +18.0% |
| YTD | +86.7% | -11.3% | +98.0% | +88.9% |
| 1Y | +74.7% | +13.5% | +61.2% | +78.3% |
| All | +74.7% | +17.2% | +57.5% | +78.3% |
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