+48.4%
RMD vs EQX
+168.9%
-120.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.7% |
| 7D | -4.4% | -3.2% | -1.2% | -4.2% |
| 30D | -3.1% | +7.8% | -10.9% | -3.6% |
| 3M | +13.8% | +21.3% | -7.6% | +12.2% |
| 6M | -8.6% | -22.4% | +13.8% | -7.4% |
| YTD | -8.6% | -11.3% | +2.7% | -8.7% |
| 1Y | -19.7% | +13.5% | -33.2% | -21.4% |
| 3Y | +48.4% | +162.1% | -113.8% | +29.9% |
| All | +48.4% | +168.9% | -120.6% | +29.9% |
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