-4.1%
XLY vs EQX
+17.2%
-21.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.8% |
| 7D | -1.7% | -3.2% | +1.5% | -1.5% |
| 30D | -4.2% | +7.8% | -11.9% | -4.8% |
| 3M | -2.7% | +21.3% | -24.0% | -4.3% |
| 6M | -0.6% | -22.4% | +21.8% | -0.5% |
| YTD | -5.0% | -11.3% | +6.3% | -4.8% |
| 1Y | -4.1% | +13.5% | -17.6% | -3.6% |
| All | -4.1% | +17.2% | -21.3% | -3.6% |
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