+175.3%
EQX vs FGI
-6.2%
+181.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.2% | -1.4% |
| 7D | +3.8% | +5.2% | -1.4% | +3.7% |
| 30D | +9.4% | +65.2% | -55.8% | +7.2% |
| 3M | +16.8% | +30.2% | -13.3% | +15.0% |
| 6M | -23.7% | +87.8% | -111.5% | -27.0% |
| YTD | -9.6% | +32.5% | -42.1% | -12.8% |
| 1Y | +29.1% | +93.6% | -64.5% | +21.6% |
| 3Y | +175.3% | -2.6% | +177.9% | +173.4% |
| All | +175.3% | -6.2% | +181.5% | +173.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling