-98.3%
DFNS vs EQX
+42.9%
-141.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.9% |
| 7D | -16.0% | -1.4% | -14.6% | -15.1% |
| 30D | -77.7% | +24.4% | -102.1% | -81.0% |
| 3M | -77.2% | +11.6% | -88.8% | -79.3% |
| 6M | -95.2% | -25.0% | -70.2% | -95.0% |
| YTD | -98.0% | -8.4% | -89.6% | -98.1% |
| 1Y | -98.3% | +43.4% | -141.7% | -98.2% |
| All | -98.3% | +42.9% | -141.2% | -98.2% |
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