-16.0%
TEAM vs EQX
+168.9%
-185.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.6% | -0.1% |
| 7D | -5.2% | -3.2% | -2.0% | -4.9% |
| 30D | +15.8% | +7.8% | +8.0% | +14.7% |
| 3M | +101.5% | +21.3% | +80.1% | +97.8% |
| 6M | +138.2% | -22.4% | +160.6% | +140.0% |
| YTD | +10.8% | -11.3% | +22.1% | +9.5% |
| 1Y | +1.7% | +13.5% | -11.8% | -2.8% |
| 3Y | -16.0% | +162.1% | -178.2% | -30.0% |
| All | -16.0% | +168.9% | -185.0% | -30.0% |
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