+550.0%
PL vs EQX
+174.7%
+375.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.3% |
| 7D | -7.5% | +3.8% | -11.3% | -8.7% |
| 30D | -25.6% | +9.4% | -34.9% | -28.0% |
| 3M | -45.6% | +16.8% | -62.4% | -48.8% |
| 6M | -29.5% | -23.7% | -5.9% | -25.2% |
| YTD | -9.7% | -9.6% | -0.1% | -9.0% |
| 1Y | +84.4% | +29.1% | +55.2% | +67.9% |
| 3Y | +550.0% | +175.3% | +374.7% | +372.0% |
| All | +550.0% | +174.7% | +375.3% | +372.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling