+24.3%
F vs EQX
+17.2%
+7.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.5% |
| 7D | -4.4% | -3.2% | -1.2% | -4.1% |
| 30D | +1.0% | +7.8% | -6.7% | 0.0% |
| 3M | -4.0% | +21.3% | -25.3% | -6.3% |
| 6M | +18.1% | -22.4% | +40.5% | +19.0% |
| YTD | +10.2% | -11.3% | +21.5% | +12.0% |
| 1Y | +24.3% | +13.5% | +10.8% | +27.8% |
| All | +24.3% | +17.2% | +7.1% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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