+91.5%
RIO vs EQX
+83.7%
+7.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.1% | +0.2% |
| 7D | -3.2% | -3.2% | 0.0% | -2.5% |
| 30D | +0.9% | +7.8% | -6.8% | -0.8% |
| 3M | -1.4% | +21.3% | -22.8% | -6.0% |
| 6M | +10.9% | -22.4% | +33.4% | +15.5% |
| YTD | +31.2% | -11.3% | +42.5% | +31.9% |
| 1Y | +67.9% | +13.5% | +54.4% | +59.7% |
| 3Y | +88.8% | +162.1% | -73.3% | +43.5% |
| All | +91.5% | +83.7% | +7.9% | +48.6% |
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