+20.7%
XYZ vs EQX
+7.1%
+13.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +12.8% | +2.5% | +12.2% |
| 7D | +16.5% | +7.6% | +8.9% | +14.4% |
| 30D | +15.0% | +0.4% | +14.5% | +14.3% |
| 3M | +3.5% | +18.0% | -14.4% | -0.6% |
| 6M | +21.9% | -18.4% | +40.2% | +24.3% |
| YTD | +34.6% | -19.3% | +54.0% | +38.6% |
| 1Y | +20.7% | +9.2% | +11.5% | +18.5% |
| All | +20.7% | +7.1% | +13.7% | +18.5% |
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 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