-25.7%
FN vs EQX
+7.1%
-32.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +12.8% | -18.8% | -8.7% |
| 7D | -7.0% | +7.6% | -14.6% | -8.7% |
| 30D | -24.7% | +0.4% | -25.2% | -24.8% |
| 3M | -35.7% | +18.0% | -53.6% | -38.4% |
| 6M | -52.4% | -18.4% | -34.1% | -51.5% |
| YTD | -25.0% | -19.3% | -5.6% | -24.2% |
| 1Y | -25.7% | +9.2% | -34.9% | -34.6% |
| All | -25.7% | +7.1% | -32.7% | -34.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling