+309.7%
SN vs EQX
+155.0%
+154.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | -3.5% |
| 7D | -3.4% | +1.7% | -5.1% | -3.6% |
| 30D | -9.1% | +11.1% | -20.2% | -10.3% |
| 3M | +31.8% | +23.1% | +8.7% | +28.0% |
| 6M | +52.0% | -21.8% | +73.9% | +54.5% |
| YTD | +51.3% | -8.1% | +59.4% | +50.7% |
| 1Y | +46.9% | +29.7% | +17.2% | +41.5% |
| 3Y | +394.9% | +179.9% | +215.0% | +328.8% |
| All | +309.7% | +155.0% | +154.6% | +244.5% |
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