+134.1%
PSX vs EQX
+168.9%
-34.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.3% | +0.4% |
| 7D | +1.7% | -3.2% | +4.9% | +1.7% |
| 30D | +15.6% | +7.8% | +7.9% | +15.6% |
| 3M | +46.5% | +21.3% | +25.1% | +46.2% |
| 6M | +55.0% | -22.4% | +77.4% | +56.3% |
| YTD | +105.3% | -11.3% | +116.6% | +105.1% |
| 1Y | +101.6% | +13.5% | +88.1% | +99.3% |
| 3Y | +134.1% | +162.1% | -28.0% | +117.2% |
| All | +134.1% | +168.9% | -34.8% | +117.2% |
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 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