+131.4%
MKSI vs EQX
+17.2%
+114.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.4% | +1.7% |
| 7D | +2.7% | -3.2% | +5.9% | +3.5% |
| 30D | -12.8% | +7.8% | -20.6% | -14.8% |
| 3M | -22.5% | +21.3% | -43.9% | -27.3% |
| 6M | +19.4% | -22.4% | +41.8% | +21.9% |
| YTD | +67.7% | -11.3% | +79.0% | +64.8% |
| 1Y | +131.4% | +13.5% | +117.9% | +116.2% |
| All | +131.4% | +17.2% | +114.2% | +116.2% |
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