+1,262.4%
SMH vs EQX
+232.0%
+1,030.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.2% | +1.3% |
| 7D | +0.3% | -3.2% | +3.5% | +0.7% |
| 30D | -2.8% | +7.8% | -10.5% | -3.9% |
| 3M | -6.7% | +21.3% | -28.1% | -9.3% |
| 6M | +41.8% | -22.4% | +64.2% | +44.6% |
| YTD | +57.9% | -11.3% | +69.2% | +57.7% |
| 1Y | +87.6% | +13.5% | +74.1% | +81.6% |
| 3Y | +282.9% | +162.1% | +120.8% | +228.4% |
| 5Y | +330.4% | +84.2% | +246.2% | +263.8% |
| All | +1,262.4% | +232.0% | +1,030.3% | +1,408.3% |
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