+29.5%
TER vs EQX
-20.0%
+49.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.5% | +2.5% |
| 7D | +12.4% | +1.7% | +10.6% | +11.4% |
| 30D | +5.1% | +11.1% | -6.0% | -0.1% |
| 3M | +4.0% | +23.1% | -19.1% | -7.8% |
| 6M | +29.5% | -21.8% | +51.4% | +39.1% |
| All | +29.5% | -20.0% | +49.5% | +39.1% |
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