+268.1%
TRV vs EQX
+226.7%
+41.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.1% | +5.6% | +0.6% |
| 7D | -1.5% | -7.0% | +5.5% | -1.4% |
| 30D | -1.8% | +4.8% | -6.7% | -1.9% |
| 3M | +21.6% | +25.6% | -4.1% | +21.3% |
| 6M | +22.5% | -25.8% | +48.3% | +22.8% |
| YTD | +28.1% | -12.7% | +40.9% | +28.2% |
| 1Y | +37.0% | +14.1% | +23.0% | +36.5% |
| 3Y | +141.9% | +165.7% | -23.9% | +136.2% |
| 5Y | +158.5% | +81.2% | +77.3% | +151.4% |
| All | +268.1% | +226.7% | +41.4% | +293.7% |
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