+1,036.2%
FTI vs EQX
+83.7%
+952.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.8% |
| 7D | -4.4% | -3.2% | -1.2% | -4.1% |
| 30D | +1.5% | +7.8% | -6.3% | +0.6% |
| 3M | +8.2% | +21.3% | -13.1% | +5.7% |
| 6M | +18.8% | -22.4% | +41.2% | +20.8% |
| YTD | +71.7% | -11.3% | +83.0% | +71.0% |
| 1Y | +90.0% | +13.5% | +76.5% | +83.2% |
| 3Y | +270.5% | +162.1% | +108.4% | +215.3% |
| All | +1,036.2% | +83.7% | +952.5% | +889.4% |
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