+83.0%
PL vs EQX
+49.6%
+33.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -0.7% |
| 7D | -9.3% | -1.4% | -7.9% | -9.1% |
| 30D | -18.9% | +24.4% | -43.3% | -23.6% |
| 3M | -58.4% | +11.6% | -70.0% | -59.7% |
| 6M | -30.3% | -25.0% | -5.3% | -26.4% |
| YTD | -8.1% | -8.4% | +0.3% | -7.7% |
| 1Y | +180.5% | +43.4% | +137.1% | +153.9% |
| 3Y | +444.1% | +162.0% | +282.2% | +319.0% |
| 5Y | +83.0% | +70.1% | +12.9% | +40.8% |
| All | +83.0% | +49.6% | +33.5% | +39.8% |
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