+197.3%
MKSI vs EQX
+168.9%
+28.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.4% | +1.7% |
| 7D | +2.7% | -3.2% | +5.9% | +3.4% |
| 30D | -12.8% | +7.8% | -20.6% | -14.5% |
| 3M | -22.5% | +21.3% | -43.9% | -26.3% |
| 6M | +19.4% | -22.4% | +41.8% | +23.0% |
| YTD | +67.7% | -11.3% | +79.0% | +66.9% |
| 1Y | +131.4% | +13.5% | +117.9% | +118.3% |
| 3Y | +197.3% | +162.1% | +35.2% | +133.8% |
| All | +197.3% | +168.9% | +28.4% | +133.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling