+753.8%
FIX vs EQX
+164.6%
+589.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.1% | +3.6% | -0.6% |
| 7D | +0.7% | -7.0% | +7.7% | +1.9% |
| 30D | -5.7% | +4.8% | -10.6% | -6.8% |
| 3M | -7.4% | +25.6% | -33.1% | -11.8% |
| 6M | +15.1% | -25.8% | +40.9% | +18.6% |
| YTD | +70.7% | -12.7% | +83.4% | +71.2% |
| 1Y | +111.9% | +14.1% | +97.9% | +104.9% |
| All | +753.8% | +164.6% | +589.2% | +623.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling