+29.5%
XLB vs EQX
+7.1%
+22.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +12.8% | -10.3% | +0.6% |
| 7D | +3.9% | +7.6% | -3.7% | +2.7% |
| 30D | +8.9% | +0.4% | +8.4% | +8.5% |
| 3M | +4.1% | +18.0% | -13.9% | +1.0% |
| 6M | +7.3% | -18.4% | +25.7% | +9.2% |
| YTD | +20.4% | -19.3% | +39.7% | +22.3% |
| 1Y | +29.5% | +9.2% | +20.3% | +27.2% |
| All | +29.5% | +7.1% | +22.5% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling