-7.9%
SHW vs EQX
+42.9%
-50.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.6% |
| 7D | -3.2% | -1.4% | -1.8% | -3.1% |
| 30D | -9.5% | +24.4% | -33.9% | -11.2% |
| 3M | +11.5% | +11.6% | -0.2% | +10.0% |
| 6M | -3.5% | -25.0% | +21.5% | -3.4% |
| YTD | +3.7% | -8.4% | +12.1% | +4.2% |
| 1Y | -7.9% | +43.4% | -51.3% | -11.6% |
| All | -7.9% | +42.9% | -50.8% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling