-6.5%
FXI vs EQX
+83.7%
-90.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.2% |
| 7D | -3.9% | -3.2% | -0.7% | -3.4% |
| 30D | -2.1% | +7.8% | -9.9% | -3.4% |
| 3M | -0.5% | +21.3% | -21.8% | -3.9% |
| 6M | -4.5% | -22.4% | +17.9% | -2.0% |
| YTD | -9.2% | -11.3% | +2.1% | -9.6% |
| 1Y | -13.8% | +13.5% | -27.3% | -18.0% |
| 3Y | +36.6% | +162.1% | -125.6% | +8.0% |
| All | -6.5% | +83.7% | -90.1% | -25.1% |
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