+13.4%
PG vs EQX
+83.7%
-70.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.5% |
| 7D | -0.8% | -3.2% | +2.4% | -0.7% |
| 30D | +0.8% | +7.8% | -6.9% | +0.5% |
| 3M | -1.3% | +21.3% | -22.7% | -2.2% |
| 6M | -3.8% | -22.4% | +18.6% | -3.1% |
| YTD | +3.6% | -11.3% | +14.9% | +3.7% |
| 1Y | -5.7% | +13.5% | -19.2% | -6.8% |
| 3Y | +1.6% | +162.1% | -160.6% | -5.2% |
| All | +13.4% | +83.7% | -70.3% | +5.2% |
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