+54.6%
FTI vs EQX
+7.1%
+47.5%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +12.8% | -16.2% | -3.7% |
| 7D | -9.7% | +7.6% | -17.3% | -9.8% |
| 30D | -8.2% | +0.4% | -8.6% | -8.1% |
| 3M | -7.8% | +18.0% | -25.8% | -8.2% |
| 6M | -13.4% | -18.4% | +4.9% | -12.3% |
| YTD | +45.1% | -19.3% | +64.4% | +45.7% |
| 1Y | +54.6% | +9.2% | +45.4% | +53.6% |
| All | +54.6% | +7.1% | +47.5% | +53.6% |
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