+15.1%
TEAM vs EQX
+7.1%
+8.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +12.8% | -13.4% | -1.5% |
| 7D | -13.7% | +7.6% | -21.4% | -14.2% |
| 30D | -3.4% | +0.4% | -3.9% | -3.6% |
| 3M | +72.1% | +18.0% | +54.2% | +70.9% |
| 6M | +103.8% | -18.4% | +122.2% | +99.8% |
| YTD | +17.1% | -19.3% | +36.4% | +13.0% |
| 1Y | +15.1% | +9.2% | +5.9% | +12.8% |
| All | +15.1% | +7.1% | +8.0% | +12.8% |
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