+28.3%
RDW vs EQX
+42.9%
-14.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.7% |
| 7D | -3.1% | -1.4% | -1.7% | -2.6% |
| 30D | -1.8% | +24.4% | -26.2% | -12.1% |
| 3M | -50.9% | +11.6% | -62.5% | -54.1% |
| 6M | +13.5% | -25.0% | +38.5% | +20.4% |
| YTD | +38.6% | -8.4% | +46.9% | +43.0% |
| 1Y | +28.3% | +43.4% | -15.1% | +46.1% |
| All | +28.3% | +42.9% | -14.7% | +46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling