+218.5%
PWR vs EQX
+168.9%
+49.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +5.0% |
| 7D | +4.2% | -3.2% | +7.4% | +4.6% |
| 30D | -4.0% | +7.8% | -11.8% | -5.2% |
| 3M | -4.8% | +21.3% | -26.1% | -7.6% |
| 6M | +14.6% | -22.4% | +37.1% | +16.0% |
| YTD | +54.2% | -11.3% | +65.6% | +53.8% |
| 1Y | +67.1% | +13.5% | +53.6% | +63.1% |
| 3Y | +218.5% | +162.1% | +56.3% | +198.1% |
| All | +218.5% | +168.9% | +49.5% | +198.1% |
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