+35.6%
PFE vs EQX
+7.1%
+28.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +12.8% | -10.2% | +1.9% |
| 7D | +4.6% | +7.6% | -3.1% | +4.1% |
| 30D | +12.3% | +0.4% | +11.9% | +12.1% |
| 3M | +21.2% | +18.0% | +3.2% | +19.8% |
| 6M | +21.1% | -18.4% | +39.4% | +21.7% |
| YTD | +30.0% | -19.3% | +49.4% | +31.2% |
| 1Y | +35.6% | +9.2% | +26.4% | +31.6% |
| All | +35.6% | +7.1% | +28.5% | +31.6% |
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