+883.8%
SE vs EQX
+244.1%
+639.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.7% | -4.4% |
| 7D | -3.6% | +1.7% | -5.4% | -4.0% |
| 30D | -5.3% | +11.1% | -16.4% | -7.2% |
| 3M | +28.1% | +23.1% | +5.0% | +22.6% |
| 6M | +20.7% | -21.8% | +42.5% | +24.3% |
| YTD | -14.8% | -8.1% | -6.7% | -15.1% |
| 1Y | -43.6% | +29.7% | -73.3% | -47.6% |
| 3Y | +184.2% | +179.9% | +4.3% | +117.2% |
| 5Y | -66.3% | +82.5% | -148.8% | -73.3% |
| All | +883.8% | +244.1% | +639.7% | +835.6% |
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 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