+2,575.7%
FIX vs EQX
+176.1%
+2,399.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | +9.4% | -10.5% | +19.9% | +10.6% |
| 30D | -27.8% | +0.2% | -28.0% | -28.0% |
| 3M | -35.6% | -7.9% | -27.6% | -35.3% |
| 6M | -45.2% | -28.6% | -16.6% | -43.9% |
| YTD | +19.5% | -26.3% | +45.7% | +21.6% |
| 1Y | +24.2% | -20.2% | +44.5% | +25.6% |
| 3Y | +494.2% | +131.1% | +363.1% | +449.4% |
| 5Y | +1,036.1% | +21.7% | +1,014.5% | +951.1% |
| All | +2,575.7% | +176.1% | +2,399.6% | +2,755.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling