+15.6%
U vs EQX
+168.9%
-153.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +4.1% |
| 7D | +5.5% | -3.2% | +8.7% | +6.4% |
| 30D | -1.3% | +7.8% | -9.0% | -3.5% |
| 3M | +64.6% | +21.3% | +43.2% | +55.5% |
| 6M | +119.4% | -22.4% | +141.8% | +128.2% |
| YTD | -0.5% | -11.3% | +10.8% | -0.2% |
| 1Y | +1.3% | +13.5% | -12.2% | -4.9% |
| 3Y | +15.6% | +162.1% | -146.5% | -12.8% |
| All | +15.6% | +168.9% | -153.3% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling