+9.2%
EQX vs FND
-10.3%
+19.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +10.9% | +1.9% | +9.6% |
| 7D | +7.6% | +12.3% | -4.7% | +4.2% |
| 30D | +0.4% | +14.7% | -14.3% | -3.4% |
| 3M | +18.0% | -12.0% | +30.0% | +20.2% |
| 6M | -18.4% | +10.8% | -29.1% | -21.5% |
| YTD | -19.3% | -12.3% | -7.0% | -20.9% |
| 1Y | +9.2% | -13.4% | +22.6% | +8.0% |
| All | +9.2% | -10.3% | +19.5% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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