+24.9%
SW vs EQX
+178.7%
-153.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.7% | -6.3% | -4.8% |
| 7D | -7.0% | +1.7% | -8.7% | -7.2% |
| 30D | -10.5% | +11.1% | -21.6% | -11.7% |
| 3M | +3.0% | +23.1% | -20.1% | +0.2% |
| 6M | +2.3% | -21.8% | +24.2% | +3.5% |
| YTD | +12.4% | -8.1% | +20.5% | +11.8% |
| 1Y | -4.2% | +29.7% | -33.9% | -8.0% |
| All | +24.9% | +178.7% | -153.8% | +9.8% |
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 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