+7.4%
SW vs EQX
-19.7%
+27.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.1% | -1.4% |
| 7D | +2.3% | +18.8% | -16.4% | -1.3% |
| 30D | +6.8% | +5.2% | +1.6% | +5.3% |
| 3M | -5.2% | +7.5% | -12.7% | -7.8% |
| 6M | +7.4% | -19.6% | +27.0% | +11.1% |
| All | +7.4% | -19.7% | +27.2% | +11.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling