+150.5%
SPMO vs EQX
+83.7%
+66.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.4% |
| 7D | -0.9% | -3.2% | +2.3% | -0.7% |
| 30D | -1.9% | +7.8% | -9.7% | -2.6% |
| 3M | -1.4% | +21.3% | -22.7% | -3.3% |
| 6M | +25.5% | -22.4% | +47.9% | +26.8% |
| YTD | +24.8% | -11.3% | +36.2% | +24.5% |
| 1Y | +24.5% | +13.5% | +11.0% | +21.7% |
| 3Y | +157.1% | +162.1% | -5.0% | +132.5% |
| All | +150.5% | +83.7% | +66.9% | +126.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling