+3,769.7%
FIX vs EQX
+243.0%
+3,526.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.1% |
| 7D | +6.0% | -1.4% | +7.4% | +6.1% |
| 30D | -7.2% | +24.4% | -31.6% | -9.5% |
| 3M | -15.9% | +11.6% | -27.5% | -17.1% |
| 6M | +12.7% | -25.0% | +37.7% | +14.7% |
| YTD | +72.8% | -8.4% | +81.2% | +72.5% |
| 1Y | +122.9% | +43.4% | +79.5% | +114.8% |
| 3Y | +774.3% | +162.0% | +612.3% | +695.6% |
| 5Y | +2,049.5% | +70.1% | +1,979.3% | +1,841.9% |
| All | +3,769.7% | +243.0% | +3,526.7% | +3,951.3% |
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