+17.6%
MCD vs EQX
+83.7%
-66.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.2% |
| 7D | -1.2% | -3.2% | +2.0% | -1.2% |
| 30D | -7.8% | +7.8% | -15.5% | -7.9% |
| 3M | -10.7% | +21.3% | -32.0% | -11.0% |
| 6M | -21.3% | -22.4% | +1.2% | -21.1% |
| YTD | -15.8% | -11.3% | -4.4% | -15.8% |
| 1Y | -16.0% | +13.5% | -29.5% | -16.5% |
| 3Y | -3.0% | +162.1% | -165.1% | -5.7% |
| All | +17.6% | +83.7% | -66.0% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 5y: compounded portfolio wealth divided by compounded EQX 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…
5y analysis · Full analysis span regression · 6 months rolling