+71.3%
V vs EQX
+83.7%
-12.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.8% | +0.8% |
| 7D | -1.2% | -3.2% | +2.0% | -1.1% |
| 30D | +3.1% | +7.8% | -4.7% | +2.7% |
| 3M | +16.3% | +21.3% | -5.0% | +15.3% |
| 6M | +20.4% | -22.4% | +42.8% | +21.3% |
| YTD | +6.3% | -11.3% | +17.6% | +6.1% |
| 1Y | +8.7% | +13.5% | -4.8% | +7.1% |
| 3Y | +53.3% | +162.1% | -108.8% | +41.9% |
| All | +71.3% | +83.7% | -12.4% | +55.5% |
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 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