+20.1%
EQX vs FGI
+106.7%
-86.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +1.7% |
| 7D | +1.7% | +14.7% | -12.9% | +1.8% |
| 30D | +11.1% | +67.0% | -55.9% | +10.6% |
| 3M | +23.1% | +31.0% | -7.9% | +22.7% |
| 6M | -21.8% | +126.8% | -148.7% | -23.1% |
| YTD | -8.1% | +35.6% | -43.7% | -9.4% |
| All | +20.1% | +106.7% | -86.5% | +21.7% |
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