+306.5%
SN vs EQX
+168.9%
+137.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.3% |
| 7D | -7.3% | -3.2% | -4.1% | -6.9% |
| 30D | -13.6% | +7.8% | -21.4% | -14.5% |
| 3M | +18.6% | +21.3% | -2.7% | +15.4% |
| 6M | +46.0% | -22.4% | +68.4% | +48.6% |
| YTD | +43.7% | -11.3% | +55.0% | +43.8% |
| 1Y | +39.2% | +13.5% | +25.7% | +35.7% |
| 3Y | +306.5% | +162.1% | +144.3% | +255.0% |
| All | +306.5% | +168.9% | +137.5% | +255.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling