+594.1%
PH vs EQX
+226.7%
+367.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.1% | +3.5% | -1.2% |
| 7D | -3.1% | -7.0% | +3.9% | -2.6% |
| 30D | -11.8% | +4.8% | -16.6% | -12.2% |
| 3M | +6.9% | +25.6% | -18.7% | +4.8% |
| 6M | -1.3% | -25.8% | +24.6% | +0.3% |
| YTD | +7.0% | -12.7% | +19.7% | +7.0% |
| 1Y | +23.1% | +14.1% | +9.0% | +20.4% |
| 3Y | +135.4% | +165.7% | -30.4% | +111.3% |
| 5Y | +250.3% | +81.2% | +169.1% | +211.4% |
| All | +594.1% | +226.7% | +367.4% | +631.9% |
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 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