+13.5%
EQX vs FTV
+14.7%
-1.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -3.2% | -4.0% | +0.8% | -2.6% |
| 30D | +7.8% | -11.0% | +18.8% | +9.4% |
| 3M | +21.3% | -8.4% | +29.7% | +23.1% |
| 6M | -22.4% | -2.6% | -19.9% | -21.7% |
| YTD | -11.3% | -0.6% | -10.7% | -9.5% |
| 1Y | +13.5% | +11.0% | +2.6% | +16.0% |
| All | +13.5% | +14.7% | -1.2% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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