-98.3%
DFNS vs EQX
+17.2%
-115.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.2% | -3.5% |
| 7D | -6.3% | -3.2% | -3.1% | -4.8% |
| 30D | -74.0% | +7.8% | -81.7% | -75.7% |
| 3M | -70.1% | +21.3% | -91.5% | -73.8% |
| 6M | -93.9% | -22.4% | -71.5% | -93.8% |
| YTD | -98.1% | -11.3% | -86.8% | -98.2% |
| 1Y | -98.3% | +13.5% | -111.8% | -98.3% |
| All | -98.3% | +17.2% | -115.5% | -98.3% |
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