+147.3%
EQX vs MLM
+18.2%
+129.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -6.9% |
| 7D | +12.3% | -2.9% | +15.2% | +13.7% |
| 30D | -1.7% | +10.4% | -12.1% | -5.6% |
| 3M | -2.9% | -3.7% | +0.8% | -1.7% |
| 6M | -21.2% | -10.3% | -10.9% | -18.4% |
| YTD | -19.7% | -14.8% | -4.9% | -15.7% |
| 1Y | -7.6% | -13.9% | +6.2% | -3.4% |
| 3Y | +147.3% | +18.4% | +128.9% | +109.5% |
| All | +147.3% | +18.2% | +129.1% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 3y: compounded portfolio wealth divided by compounded MLM 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…
3y analysis · Full analysis span regression · 6 months rolling