+9.2%
EQX vs MSTZ
-63.1%
+72.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -9.6% | +22.4% | +11.4% |
| 7D | +7.6% | +0.7% | +6.9% | +8.3% |
| 30D | +0.4% | +16.6% | -16.2% | +4.4% |
| 3M | +18.0% | -74.7% | +92.7% | +3.1% |
| 6M | -18.4% | -43.9% | +25.6% | -16.6% |
| YTD | -19.3% | -84.0% | +64.7% | -24.1% |
| 1Y | +9.2% | -65.1% | +74.3% | +10.4% |
| All | +9.2% | -63.1% | +72.3% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 1y: compounded portfolio wealth divided by compounded MSTZ 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…
1y analysis · Full analysis span regression · 6 months rolling