+2,303.0%
FIX vs EQX
+83.7%
+2,219.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.6% | +6.1% |
| 7D | +5.0% | -3.2% | +8.2% | +5.4% |
| 30D | -2.7% | +7.8% | -10.5% | -3.8% |
| 3M | -8.2% | +21.3% | -29.6% | -10.9% |
| 6M | +20.3% | -22.4% | +42.7% | +22.5% |
| YTD | +81.4% | -11.3% | +92.7% | +81.7% |
| 1Y | +121.5% | +13.5% | +108.0% | +116.2% |
| 3Y | +807.4% | +162.1% | +645.3% | +705.9% |
| All | +2,303.0% | +83.7% | +2,219.4% | +2,010.9% |
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