+122.9%
FIX vs EQX
+42.9%
+80.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.5% |
| 7D | +6.0% | -1.4% | +7.4% | +6.3% |
| 30D | -7.2% | +24.4% | -31.6% | -12.8% |
| 3M | -15.9% | +11.6% | -27.5% | -19.3% |
| 6M | +12.7% | -25.0% | +37.7% | +16.3% |
| YTD | +72.8% | -8.4% | +81.2% | +71.0% |
| 1Y | +122.9% | +43.4% | +79.5% | +105.0% |
| All | +122.9% | +42.9% | +80.0% | +105.0% |
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