-21.0%
EQX vs FGI
+51.2%
-72.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +6.2% | -10.4% | -4.3% |
| 7D | -8.3% | +13.5% | -21.8% | -8.4% |
| 30D | -4.7% | +17.1% | -21.8% | -4.8% |
| 3M | -10.1% | +78.0% | -88.2% | -11.7% |
| 6M | -29.9% | +46.4% | -76.3% | -30.9% |
| YTD | -26.0% | +47.7% | -73.8% | -30.7% |
| 1Y | -21.0% | +56.8% | -77.8% | -26.9% |
| All | -21.0% | +51.2% | -72.1% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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