+5.8%
FXI vs EQX
+232.0%
-226.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.2% |
| 7D | -3.9% | -3.2% | -0.7% | -3.5% |
| 30D | -2.1% | +7.8% | -9.9% | -3.1% |
| 3M | -0.5% | +21.3% | -21.8% | -3.1% |
| 6M | -4.5% | -22.4% | +17.9% | -2.7% |
| YTD | -9.2% | -11.3% | +2.1% | -9.4% |
| 1Y | -13.8% | +13.5% | -27.3% | -16.8% |
| 3Y | +36.6% | +162.1% | -125.6% | +16.2% |
| 5Y | -6.7% | +84.2% | -90.9% | -21.4% |
| All | +5.8% | +232.0% | -226.3% | -0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling