+26.9%
MKSI vs EQX
+6.3%
+20.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | -18.2% | +10.8% | -29.0% | -20.7% |
| 30D | -37.2% | -0.9% | -36.3% | -37.1% |
| 3M | -43.5% | +9.5% | -53.0% | -45.4% |
| 6M | -38.4% | -16.8% | -21.6% | -37.1% |
| YTD | +10.9% | -19.3% | +30.3% | +10.4% |
| 1Y | +26.9% | +6.9% | +20.0% | +4.9% |
| All | +26.9% | +6.3% | +20.6% | +4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling