+78.4%
SU vs EQX
+6.3%
+72.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +12.8% | -17.3% | -3.6% |
| 7D | -7.1% | +7.6% | -14.7% | -6.4% |
| 30D | +4.8% | +0.4% | +4.3% | +5.3% |
| 3M | +12.5% | +18.0% | -5.5% | +14.0% |
| 6M | +6.5% | -18.4% | +24.8% | +7.1% |
| YTD | +65.8% | -19.3% | +85.1% | +67.1% |
| All | +78.4% | +6.3% | +72.2% | +73.8% |
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