+297.5%
PSX vs EQX
+226.7%
+70.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.2% | -0.5% |
| 7D | +1.5% | -7.0% | +8.5% | +2.0% |
| 30D | +15.8% | +4.8% | +11.0% | +15.3% |
| 3M | +43.0% | +25.6% | +17.4% | +40.0% |
| 6M | +61.1% | -25.8% | +86.9% | +63.6% |
| YTD | +104.5% | -12.7% | +117.3% | +103.8% |
| 1Y | +102.5% | +14.1% | +88.5% | +96.1% |
| 3Y | +133.5% | +165.7% | -32.3% | +101.6% |
| 5Y | +367.0% | +81.2% | +285.7% | +302.9% |
| All | +297.5% | +226.7% | +70.8% | +267.5% |
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