+175.3%
EQX vs MLM
+19.3%
+156.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | +3.8% | +1.4% | +2.4% | +3.2% |
| 30D | +9.4% | -6.5% | +15.9% | +12.1% |
| 3M | +16.8% | -7.4% | +24.3% | +19.8% |
| 6M | -23.7% | -15.8% | -7.9% | -19.3% |
| YTD | -9.6% | -17.4% | +7.8% | -4.1% |
| 1Y | +29.1% | -17.9% | +47.0% | +36.9% |
| 3Y | +175.3% | +18.9% | +156.5% | +157.5% |
| All | +175.3% | +19.3% | +156.1% | +157.5% |
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