+149.1%
TT vs EQX
+83.7%
+65.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.5% |
| 7D | -1.2% | -3.2% | +2.0% | -1.0% |
| 30D | -7.3% | +7.8% | -15.1% | -8.0% |
| 3M | -3.6% | +21.3% | -24.9% | -5.4% |
| 6M | +2.8% | -22.4% | +25.2% | +4.0% |
| YTD | +14.5% | -11.3% | +25.8% | +14.4% |
| 1Y | +7.4% | +13.5% | -6.1% | +5.2% |
| 3Y | +116.2% | +162.1% | -45.9% | +95.5% |
| All | +149.1% | +83.7% | +65.4% | +118.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling