+111.2%
RMD vs EQX
+226.7%
-115.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.1% | +4.9% | +0.2% |
| 7D | -4.2% | -7.0% | +2.8% | -3.7% |
| 30D | -2.1% | +4.8% | -6.9% | -2.5% |
| 3M | +13.8% | +25.6% | -11.9% | +11.5% |
| 6M | -10.6% | -25.8% | +15.2% | -9.1% |
| YTD | -8.1% | -12.7% | +4.7% | -8.2% |
| 1Y | -18.0% | +14.1% | -32.0% | -20.0% |
| 3Y | +52.9% | +165.7% | -112.9% | +35.8% |
| 5Y | -22.3% | +81.2% | -103.5% | -31.6% |
| All | +111.2% | +226.7% | -115.5% | +126.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling