+730.0%
FLEX vs EQX
+83.7%
+646.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.6% | +5.6% | +6.9% |
| 7D | +5.7% | -3.2% | +8.9% | +6.3% |
| 30D | -7.0% | +7.8% | -14.8% | -8.3% |
| 3M | -23.8% | +21.3% | -45.2% | -26.5% |
| 6M | +82.6% | -22.4% | +105.1% | +87.0% |
| YTD | +91.6% | -11.3% | +102.9% | +91.9% |
| 1Y | +100.6% | +13.5% | +87.0% | +94.3% |
| 3Y | +479.8% | +162.1% | +317.6% | +394.1% |
| All | +730.0% | +83.7% | +646.4% | +625.0% |
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