+49.3%
F vs EQX
+73.3%
-24.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -5.1% | +8.3% | +3.7% |
| 7D | -3.7% | -7.0% | +3.3% | -3.0% |
| 30D | -0.7% | +4.8% | -5.6% | -1.3% |
| 3M | -1.9% | +25.6% | -27.5% | -4.4% |
| 6M | +16.1% | -25.8% | +41.9% | +18.4% |
| YTD | +9.5% | -12.7% | +22.2% | +9.7% |
| 1Y | +27.2% | +14.1% | +13.1% | +24.0% |
| 3Y | +36.3% | +165.7% | -129.5% | +18.4% |
| 5Y | +49.3% | +81.2% | -32.0% | +27.7% |
| All | +49.3% | +73.3% | -24.0% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling