+69.5%
T vs EQX
+83.7%
-14.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.9% |
| 7D | +1.5% | -3.2% | +4.7% | +1.6% |
| 30D | +7.5% | +7.8% | -0.3% | +6.9% |
| 3M | +14.8% | +21.3% | -6.5% | +13.3% |
| 6M | -1.7% | -22.4% | +20.7% | -0.7% |
| YTD | +8.7% | -11.3% | +20.0% | +8.3% |
| 1Y | -7.5% | +13.5% | -21.0% | -9.8% |
| 3Y | +110.2% | +162.1% | -51.9% | +86.4% |
| All | +69.5% | +83.7% | -14.1% | +49.9% |
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