+121.5%
FIX vs EQX
+17.2%
+104.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.6% | +5.9% |
| 7D | +5.0% | -3.2% | +8.2% | +5.8% |
| 30D | -2.7% | +7.8% | -10.5% | -5.0% |
| 3M | -8.2% | +21.3% | -29.6% | -13.9% |
| 6M | +20.3% | -22.4% | +42.7% | +23.6% |
| YTD | +81.4% | -11.3% | +92.7% | +80.8% |
| 1Y | +121.5% | +13.5% | +108.0% | +110.4% |
| All | +121.5% | +17.2% | +104.3% | +110.4% |
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