+250.0%
EQX vs MLM
+220.6%
+29.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.7% |
| 7D | -1.4% | -2.9% | +1.5% | -0.6% |
| 30D | +24.4% | -6.8% | +31.2% | +26.6% |
| 3M | +11.6% | -11.2% | +22.8% | +14.8% |
| 6M | -25.0% | -21.8% | -3.2% | -20.5% |
| YTD | -8.4% | -17.0% | +8.6% | -4.3% |
| 1Y | +43.4% | -16.4% | +59.8% | +49.4% |
| 3Y | +162.0% | +14.5% | +147.5% | +152.2% |
| 5Y | +70.1% | +41.7% | +28.4% | +54.4% |
| All | +250.0% | +220.6% | +29.4% | +217.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling