+233.4%
EQX vs MTB
+115.7%
+117.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.4% | -5.5% | -5.1% |
| 7D | -7.0% | -0.4% | -6.6% | -7.0% |
| 30D | +4.8% | -4.6% | +9.4% | +5.0% |
| 3M | +25.6% | +7.4% | +18.2% | +25.3% |
| 6M | -25.8% | +18.7% | -44.5% | -26.2% |
| YTD | -12.7% | +21.1% | -33.8% | -13.3% |
| 1Y | +14.1% | +24.1% | -10.0% | +13.2% |
| 3Y | +165.7% | +115.3% | +50.4% | +156.4% |
| 5Y | +81.2% | +106.0% | -24.8% | +78.4% |
| All | +233.4% | +115.7% | +117.6% | +259.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded MTB 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling