+316.4%
TPR vs EQX
+238.5%
+77.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.4% | -3.6% |
| 7D | -3.4% | +3.8% | -7.1% | -3.7% |
| 30D | -27.3% | +9.4% | -36.7% | -27.9% |
| 3M | -16.2% | +16.8% | -33.1% | -17.5% |
| 6M | -17.9% | -23.7% | +5.8% | -16.7% |
| YTD | -7.1% | -9.6% | +2.5% | -7.4% |
| 1Y | +13.6% | +29.1% | -15.5% | +9.7% |
| 3Y | +293.7% | +175.3% | +118.4% | +245.5% |
| 5Y | +239.1% | +77.3% | +161.8% | +193.2% |
| All | +316.4% | +238.5% | +77.9% | +336.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling