+162.1%
EQX vs MUB
+7.9%
+154.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +0.5% |
| 7D | -3.2% | -0.8% | -2.4% | -1.1% |
| 30D | +7.8% | -2.4% | +10.1% | +14.6% |
| 3M | +21.3% | -2.8% | +24.2% | +30.7% |
| 6M | -22.4% | -2.2% | -20.2% | -17.4% |
| YTD | -11.3% | -1.6% | -9.7% | -6.6% |
| 1Y | +13.5% | 0.0% | +13.5% | +15.8% |
| 3Y | +162.1% | +7.9% | +154.3% | +121.1% |
| All | +162.1% | +7.9% | +154.2% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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