+46.6%
XYZ vs EQX
+164.6%
-118.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.1% | +4.6% | +0.5% |
| 7D | -5.2% | -7.0% | +1.9% | -4.0% |
| 30D | 0.0% | +4.8% | -4.8% | -0.9% |
| 3M | +18.7% | +25.6% | -7.0% | +13.5% |
| 6M | +20.5% | -25.8% | +46.4% | +24.9% |
| YTD | +21.5% | -12.7% | +34.2% | +22.1% |
| 1Y | +7.2% | +14.1% | -6.9% | +2.6% |
| All | +46.6% | +164.6% | -118.0% | +14.5% |
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 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