+12.3%
TPR vs EQX
+17.2%
-4.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.6% | +2.1% |
| 7D | -3.0% | -3.2% | +0.2% | -2.7% |
| 30D | -22.6% | +7.8% | -30.4% | -23.3% |
| 3M | -18.2% | +21.3% | -39.5% | -19.8% |
| 6M | -18.0% | -22.4% | +4.4% | -18.3% |
| YTD | -6.4% | -11.3% | +4.9% | -6.9% |
| 1Y | +12.3% | +13.5% | -1.2% | +10.3% |
| All | +12.3% | +17.2% | -4.9% | +10.3% |
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