+7.0%
SHW vs EQX
+7.1%
-0.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +12.8% | -6.2% | +5.1% |
| 7D | +13.3% | +7.6% | +5.7% | +12.2% |
| 30D | +14.1% | +0.4% | +13.7% | +13.7% |
| 3M | +0.8% | +18.0% | -17.2% | -1.3% |
| 6M | +17.6% | -18.4% | +36.0% | +18.9% |
| YTD | +13.0% | -19.3% | +32.3% | +14.9% |
| 1Y | +7.0% | +9.2% | -2.2% | +6.8% |
| All | +7.0% | +7.1% | -0.1% | +6.8% |
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