+6.9%
EQX vs GFI
+5.1%
+1.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.9% | -2.9% | -2.5% |
| 7D | +10.8% | +7.7% | +3.1% | +4.2% |
| 30D | -0.9% | +4.6% | -5.5% | -4.2% |
| 3M | +9.5% | +3.8% | +5.8% | +5.9% |
| 6M | -16.8% | -7.3% | -9.5% | -12.5% |
| YTD | -19.3% | -8.8% | -10.5% | -11.8% |
| 1Y | +6.9% | +4.3% | +2.5% | +6.8% |
| All | +6.9% | +5.1% | +1.8% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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