+56.2%
RIG vs EQX
+83.7%
-27.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.4% | -2.0% |
| 7D | -3.1% | -3.2% | +0.1% | -2.6% |
| 30D | -0.5% | +7.8% | -8.3% | -2.1% |
| 3M | -6.0% | +21.3% | -27.3% | -9.7% |
| 6M | -10.1% | -22.4% | +12.3% | -7.9% |
| YTD | +37.3% | -11.3% | +48.6% | +36.5% |
| 1Y | +73.9% | +13.5% | +60.4% | +64.1% |
| 3Y | -30.2% | +162.1% | -192.3% | -47.0% |
| All | +56.2% | +83.7% | -27.5% | +34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling